Broker Check
Marilyn Suey, MBA, Certified Financial Planner®, AIFTM, PPCTM

Marilyn Suey, MBA, Certified Financial Planner®, AIFTM, PPCTM

Marilyn Suey is a nationally recognized Financial Educator, Author, Speaker, and Wealth Manager.  She has a deep passion for supporting her clients who are business owners, executives and health care professionals to build their businesses, as well as to design their Personal Prosperity BlueprintTM that can help guide them on the road toward financial independence.

Marilyn’s specialization lies in the cross-section of general management/leadership, finance, and marketing providing her client's customized strategies and solutions to define and design their personal financial blueprint.  The blueprint process includes planning for Wealth Accumulation; Wealth Protection; and Wealth Preservation, three key milestone goals on your journey toward financial independence.

She works closely with a select team of advocates and specialists, who are Attorneys, CPAs, Mortgage Advisors, and Property and Casualty Advisors to support her clients’ goals and objectives.

She is a successful private investor and manages a tri-generation family portfolio of investments. Marilyn has held senior executive roles in the technology industry, including several start-up companies; one that achieved public company status; and another that was acquired by an international telecommunications company. Her 30 years of corporate experience have provided her the management insight to be an advisor to her clients and their families.

Marilyn is a life-long learner; from her dual degrees in Applied Math and Economics from the University of California at Berkeley to her MBA from the Wharton School at the University of Pennsylvania to earning her CERTIFIED FINANCIAL PLANNER  TM  designation.

She lives in Danville, CA with her husband and two daughters.  She is a golf enthusiast, with a high handicap, and enjoys the game with her family and friends.  She is a foodie and wine enthusiast and enjoys entertaining and trying new cuisines.

MEMBERSHIPS AND AFFILIATIONS

Member, Financial Planning Association and Northern California Planned Giving Council

Non-Profit Board Member

Senior Services Northern California Foundation, affiliated with Northern California Presbyterian Homes and Services

 


 

 *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017 or 2018 Five Star Wealth Managers.

 

 
 

 


Marilyn Suey is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor.  Strategic Wealth Advisors Group, LLC. and The Diamond Group Wealth Advisors are separate entities from LPL Financial. CA Insurance License #0E01981