Marilyn Suey, MBA, CERTIFIED FINANCIAL PLANNER™ , AIF®
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 Blueprint™ 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 to define and design their personal financial blueprint. The blueprint process includes planning for Wealth Accumulation; Risk Mitigation; and Wealth Preservation, three key milestone goals on your journey toward financial independence.
She works closely with a select team of specialists, who are Attorneys, CPAs, Mortgage Advisors, and Property and Casualty Advisors to support her clients’ goals and objectives.
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 help her clients and their families on their financial journey.
Marilyn is a life-long learner; from her dual degrees in Applied Mathematics 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™ professional 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 2017, 2018, 2019, 2020, 2021 and 2022 Five Star 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