Press Releases
What Is the Best Age to Retire?
Retirement is the ultimate goal for many workers. It’s a time to check out of the daily grind and focus energy on what you want to do rather than what your boss tells you to do.
Diamond Group Wealth Advisors Hosts a Conversation for Savvy Women Facing Life's Challenges
SAN RAMON, Calif., May 9, 2023 /PRNewswire/ -- The Diamond Group Wealth Advisors is proud to lead an upcoming in-person event featuring conversations on estate planning and finding meaning and purpose during times of change. The event will support Savvy Women experiencing significant life challenges such as divorce, a spouse's death, or a spouse's caretaking, among other life's curveballs.
Marilyn Suey, Founder of the Diamond Group Named 2022 Five Star Wealth Manager
Marilyn has been a Five Star Wealth Manager awardee for 8 consecutive years from 2015-2022
Putting People Ahead of Portfolios
Marilyn Suey featured in Advisors Magazine, Putting People Ahead of Portfolios.
Savvy Women Business Owners: Is Your Estate Plan Ready for Prime Time?
SAN RAMON, Calif., Sept. 14, 2022 /PRNewswire/ -- The Diamond Group Wealth Advisors announces its Savvy Women Lunch and Learn event, that educates, empowers, and inspires women business owners to take action to make a bigger impact on your lifestyle, your family, and the causes you care about deeply.
Ora Citron Named 2021 Five Star Wealth Manager with Diamond Group Wealth Advisors San Francisco/Bay Area-Based Wealth Management Firm
SAN RAMON, Calif., Dec. 1, 2021 /PRNewswire/ -- Five Star Professional and The Diamond Group Wealth Advisors, are pleased to announce Ora R. Citron has been chosen as a Five Star Wealth Manager for 2021. This is their highest award for Wealth Managers and is based on ten criteria including credentials, education, regulatory and complaint history, number of client households served and other criteria. The list was published in the November issue of the Diablo Magazine.
Marilyn Suey, Founder of The Diamond Group Wealth Advisors Named 2021 Five Star Wealth Manager San Francisco/Bay Area-Based Wealth Management Firm
SAN RAMON, Calif., Dec. 1, 2021 /PRNewswire/ -- Five Star Professional and The Diamond Group Wealth Advisors, are pleased to announce Marilyn Suey has been chosen as a Five Star Wealth Manager for 2021. This is their highest award for Wealth Managers and is based on ten criteria including credentials, education, regulatory and complaint history, number of client households served and other criteria. The list was published in the November issue of the Diablo Magazine.
Financial Planner Marilyn Suey Interviewed by Kevin Harrington, The Original Shark on ABC's "Shark Tank" "Take Control of Your Wealth by Designing Your Ideal Lifestyle" Is Designed for Business Owners and High Net Worth Households
SAN RAMON, Calif., April 20, 2021 /PRNewswire/ -- Kevin Harrington, the inventor of the Infomercial and original Shark on ABCs hit show "Shark Tank" sat down with Marilyn Suey, Principal and CEO. of The Diamond Group Wealth Advisors, to talk about how taking a big-picture, holistic approach to your finances may help business owners and high-net worth households build and design your ideal lifestyle for today, for tomorrow and for life.
"The world of personal finance and wealth management is changing rapidly. Do you know what the changes are and how they affect you? It's no longer just about managing investments and performance," said Ms. Suey.
THE SAVVY WOMEN COMMUNITY LAUNCHES ITS VIRTUAL SUMMIT “WOMEN INSPIRING WOMEN” Three Amazing Women Will Empower You to Take Control of Your Work, Your Wealth and Your Worth
SAN RAMON, Calif., April 15, 2021 /PRNewswire/ -- The Diamond Group Wealth Advisors is pleased to announce its 6th "Savvy Women Summit – Women Inspiring Women" on Wednesday, April 21 from 4:30-7 p.m. PDT on Zoom.The Virtual Savvy Women Summit showcases three amazing women who will share their stories and their path to clarity, confidence, and abundance. Sharing their experiences and stories are Sharon Burstein, "America's Leadership Image Speaker," Michele Gooch, "Transition Guru," and the Honorable Catharine B. Baker, Vice Chair of the California Fair Political Practices Commission.
Wealth Builder Marilyn Suey, CFP®, Featured in Kevin Harrington's New Personal Finance Book, "Build Wealth Like a Shark"
SAN RAMON, Calif., Feb. 2, 2021 /PRNewswire/ -- CERTIFIED FINANCIAL PLANNER, Marilyn Suey, president of The Diamond Group Wealth Advisors, based in San Ramon, is a featured guest contributor to the new wealth-building book, "Build Wealth Like a Shark" which became a number one bestseller on Amazon in four categories and in three countries. The book was edited by international business growth coach, Scott Keffer and by Kevin Harrington, one of the original investors on the hit TV show, "The Shark Tank" and the inventor of the infomercial.
Wealth Planner Marilyn Suey CFP ® Will Interview Kevin Harrington, Inventor of the Infomercial 7 Key Tips for Entrepreneurs On Success, Impact and Much More Will Be Discussed
SAN RAMON, Calif., Jan. 15, 2021 /PRNewswire/ -- Marilyn Suey, Principal and CEO at The Diamond Group Wealth Advisors, will interview Kevin Harrington – an Original Shark on ABC TV's "Shark Tank" and the inventor of the Infomercial - on Thursday, Jan. 21, 2021 at 11:30 a.m. Pacific Standard Time. They will discuss 7 key tips for entrepreneurs on success, impact and other topics.
New Retirement Planning Book from The Diamond Group Wealth Advisors Outlines Five Key Principles to Strive to Live Your Best Life Marilyn Suey, Ora Citron and Scott Keffer Share Four Hidden Risks to Avoid in Retirement
SAN RAMON, Calif., Dec. 2, 2020 /PRNewswire/ -- Retired and soon-to-be retired professionals, executives and business owners can find five key principles to help reduce taxes and preserve their hard-earned wealth to create a more abundant lifestyle and a greater legacy in a new book, "Retire Abundantly" co-authored by Marilyn Suey CFP TM, Ora Citron MBA, and Scott Keffer.
Marilyn Suey and The Diamond Group Wealth Advisors Welcomes Cody Chang to Its Private Wealth Management Team
SAN RAMON, CALIF. (PRWEB) NOVEMBER 11, 2020
The Diamond Group Wealth Advisors, a Northern California-based wealth management firm, today announced that it added Mr. Cody Chang to its private wealth management team this month. He will initially provide support as our Client Services Associate.
The Savvy Women Community Launches Its Virtual Summit “Women Inspiring Women” Three Amazing Women Will Empower You to Take Control of Your Work, Your Wealth, and Your Worth
SAN RAMON, CALIF. (PRWEB) SEPTEMBER 16, 2020
The Diamond Group Wealth Advisors is pleased to announce its 5th “Savvy Women Summit – Women Inspiring Women” - Wednesday, September 23rd from 4-6 PM PDT on Zoom.
Our Virtual Savvy Women Summit showcases three amazing women who will share their stories and their path to clarity, confidence, and abundance. Rachel H. Graham, CEO of Evolve and Transform, LLC and CEO and Co-founder of Healing Springs Ranch, LLC; Amy Jordan, Award-Winning Author, Speaker and Choreographer; and Jennifer Scaglione, VP Operations, The Financial Services Network (FSN) and KOLBE CERTIFIED™ consultant will be in the spotlight.
Ora Citron Private Wealth Management Joins Forces with Marilyn Suey and The Diamond Group Wealth Advisors Pioneers in Building Financial Independence for Women
SAN RAMON, Calif. (PRWEB) March 12, 2019
The Diamond Group Wealth Advisors, a Northern California-based wealth management firm, today announced that it has merged with Ora Citron, a private wealth management firm, based in Walnut Creek, CA. Effective immediately, Ora Citron will begin operating with The Diamond Group Wealth Advisors. They will continue to serve their clients using both offices, located in Walnut Creek and San Ramon, California.
Marilyn Suey, Founder of The Diamond Group Wealth Advisors, Named 2018 Five Star Wealth Manager San Francisco, East Bay-Based Wealth Management Firm.
SAN RAMON, Calif. (PRWEB) November 1, 2018
Five Star Professional and The Diamond Group Wealth Advisors, are pleased to announce Marilyn Suey has been chosen as a Five Star Wealth Manager for 2018. This is their highest award for Wealth Managers and is based on ten criteria including credentials, education, regulatory and complaint history, number of client households served and other criteria. The list was published in the November issue of the Diablo Magazine.
Traci Engle Launches Her First Book The Second Lane of a Two-Way Street
DANVILLE, CALIF. (PRWEB) OCTOBER 23, 2018
– Traci Engle business entrepreneur, speaker, and author announced today her first book The Second Lane of a Two-Way Street. Traci worked hard to get what she felt was a perfect life – a home in an affluent community, a thriving business, and nice vacations. A routine doctor’s visit turned this all around with a diagnosis of an aggressive form of breast cancer. Journey with Traci as she retells her victorious battle with cancer and reveals the 7 priceless life lessons she learned along the way.
Founder of The Diamond Group Wealth Advisors, Marilyn Suey, and Heritage Bank of Commerce Co-Hosts Fall “Savvy Women Summit”
SAN RAMON, CALIF. (PRWEB) OCTOBER 23, 2018
The Diamond Group Wealth Advisors is pleased to announce that Marilyn Suey and the Heritage Bank of Commerce are co-hosting The Seventh “Savvy Women Summit” – Taking Control of Their Work, Their Wealth and Their Worth- Wednesday, October 24th, 2018 at the Blackhawk Country Club.
Marilyn Suey, Founder of The Diamond Group Wealth Advisors, Interviewed By Jack Canfield, “America’s #1 Success Coach, Co-Creator of Chicken Soup for the Soul ®”
SAN RAMON, Calif. (PRWEB) April 4, 2018
Taking Control of Your Financial House Today
The world of personal finance and wealth management has changed. Do you know what the changes are and how they may impact you? It’s no longer just about managing investment performance. Jack Canfield, the co-author of the Chicken Soup for the Soul ® series, the book The Success Principles, and a featured teacher in the movie and the book The Secret. The award, sat down with Marilyn Suey, of The Diamond Group Wealth Advisors to talk about how she and her team work with their clients to design and take greater care of their financial house.
Marilyn Suey, Founder of The Diamond Group Wealth Advisors, Named 2017 Five Star Wealth Manager San Francisco, East Bay-Based Wealth Management Firm.
SAN RAMON, Calif. (PRWEB) November 16, 2017
Five Star Professional and The Diamond Group Wealth Advisors, are pleased to announce Marilyn Suey has been chosen as a Five Star Wealth Manager for 2017. This is their highest award for Wealth Managers and is based on ten criteria including credentials, education, regulatory and complaint history, number of client households served and other criteria. The list was published in the November issue of the Diablo Magazine.
Founder of The Diamond Group Wealth Advisors, Marilyn Suey, Joins Global Speakers at the Upcoming Leadership Summit America The MEGA Leadership Event Returns to Albany November 2-3, 2017 at the Desmond Conference Center
SAN RAMON, CA (PRWEB) October 24, 2017 – The Diamond Group Wealth Advisors is pleased to announce that Marilyn Suey has been invited to speak at Leadership Summit America November 2-3, 2017 at the Desmond Conference Center.
The Leadership Summit America this year brings together Global Speakers who will connect them to every attendee. The two-day event, now in its second year, brings together business owners, executives and entrepreneurs from across the country, November 2-3, 2017 at the Desmond Hotel located at 660 Albany Shaker Road in Albany, New York.
Founder of Savvy Women Community And Wealth Planning Expert, Marilyn Suey, To Speak At Plaid For Womens #Nomeangirls Conference, October 6-8, 2017
(PRWEB) September 29, 2017 -- The Diamond Group Wealth Advisors is pleased to announce that Marilyn Suey has been invited to speak at Plaid for Women’s #NOMEANGIRLS Conference, October 6-8, 2017 at the Dallas Marriot City Center.
Marilyn is the Author of “36 Quick Tips for Savvy Women; Taking Control of Your Work, Your Wealth, and Your Worth” and Creator of The Personal Prosperity Blueprint. She created The Personal Prosperity Blueprintout of her passion to help successful women and men more fully enjoy their hard-earned wealth. As Founder and CEO of The Diamond Group Wealth Advisors, Marilyn and her team have been showing business owners, health care professionals, and executives how to help preserve, protect, and pass on their wealth for almost 20 years.
Marilyn Suey Launches New Firm Name
San Ramon, CA April 18, 2017—The Diamond Group Wealth Advisors, unveils its new brand name and affiliation with The Financial Services Network. Headquartered in San Ramon, CA, The Diamond Group Wealth Advisors is an independent investment and wealth management firm focused on serving business owners, health care professionals, and entrepreneurs. The firm has built its reputation and relationship with its clients on trust, integrity, and collaboration.
Marilyn Suey Interviewed By Forbes Riley and Kevin Harrington
San Ramon, CA 94583 May 4th, 2017–The world of personal finance and wealth management has changed. Do you know what the changes are and how they affect you? It’s no longer just about managing investments. Award-winning TV host Forbes Riley and “Shark Tank” original Shark, Kevin Harrington sat down with Marilyn Suey of The Diamond Group Wealth Advisors to talk about how taking a big-picture, holistic approach to your finances may help you build and invest for your family's future.