Marilyn is the Founder and CEO of The Diamond Group Wealth Advisors and is a nationally recognized Financial Educator, Author, Speaker and Wealth Manager who you may have seen in NBC, ABC, CBS and FOX network affiliates and Yahoo News, Wall Street Journal’s Market Watch, Wall Street Select and others. Marilyn and her team at The Diamond Group Wealth Advisors have been showing business owners, health care professionals, and executives how to accumulate, preserve, and pass on their wealth for almost 20 years.
As a successful wealth manager and a private investor, Marilyn has a deep passion for supporting her clients. Her desire to understand her clients’ goals, needs, challenges, and opportunities sets the foundation to DGWA’s integrated wealth management. She has developed The Prosperity Planning Process that includes strategies for Wealth Accumulation, Wealth Preservation and planning for your ideal retirement lifestyle. She works closely with a select team of attorneys, CPAs, mortgage advisors, and property and casualty advisors. Leveraging her deep industry knowledge, wealth management strategies, and her purpose and passion to serve, Marilyn supports her clients’ journey toward financial independence.
Marilyn’s specialization lies in the cross-section of general management/leadership, finance, and marketing. She 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; She is a graduate of UC Berkeley with a degree in Applied Math and Economics and has an MBA from the Wharton School at University of Pennsylvania. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, she has also earned the Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor® designations. She resides in Danville, California with her family.
In 2015, Marilyn established the Savvy Women Community on the premise that women needed to come together to support, not only the advancement of their careers, but also to enrich each other’s lives, families, financial matters and the causes they care deeply about. Marilyn’s book,36 Quick Tips for Savvy Women – Taking Control of Your Work,Your Wealth and Your Worth, forms the founding principles of the Savvy Women Community. Savvy Women are life-long learners as they build confidence and competence. In 2018, Marilyn has developed women-centric seminars to equip Savvy Women members as they go through every life stage.
In February 2020, Marilyn launched her Virtual Masterclass series where she shares real life stories of how setting goals and taking actionable steps can help people achieve their desired lifestyle and financial goals. In her Masterclass, one can also gain insight into The Diamond Group’s integrated financial approach that may help one focus and stay on course toward financial independence.
In March 2020, Marilyn launched ASK Marilyn – your virtual source for timely insights, perspectives and observations on the markets, economy and community.
She has authored numerous books including Retire Abundantly and 36 Quick Tips for Savvy Women. Marilyn is a featured guest contributor to the wealth-building book,Build Wealth Like A Shark which became a number one bestseller on Amazon in four categories and in three countries. As well as The Serving Leader with 5 Powerful Actions that will Transform Your Team, Your Business and Your Community.
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 2017, 2018, 2019, 2020, 2021, 2022, and 2023 Five Star Managers.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CERTIFIED FINANCIAL PLANNERTM and CFP® (with plaque design) in the United States, which it authorizes use of individuals who successfully complete CFP Board's initial and ongoing certification requirements.