The Financial Services Network

Anh Vong

LPL Registered Client Service Associate

Anh earned her B.S. in Managerial Economics from the University of California, Davis, with a minor in Psychology. Anh is passionate about using her education and experiences to build meaningful relationships through curiosity, honesty,...

Chloe Diamond

Branch Operations Assistant

925-219-0080

Chloe.Diamond@diamondgroupwealthadvisors.com

Chloe's education and experience have equipped her with the necessary skills to excel in her current role. Her ability to communicate effectively and her attention to detail allow her to manage the office's daily operations with ease....

Dylan Gois

Registered Client Service Manager - Private Client & Investments

925-219-0080

dylan.gois@diamondgroupwealthadvisors.com

Dylan collaborates with our clients and our team members striving to provide a superb and positive experience when assisting in implementing client requests and financial plans. Dylan recently graduated Magna Cum Laude with a degree in...

Ethan Mirador

Client Services Associate

925-219-0080

ethan.mirador@diamondgroupwealthadvisors.com

Ethan earned his B.S. in Agribusiness Management & Economics from the University of Arizona and later completed his M.S. in Financial Analytics at San José State University.In his role as the Client Services Assistant for the firm's...

Marilyn Suey, Founder and CEO, The Diamond Group Wealth Advisors

CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor, Accredited Investment Fiduciary®, Certified Plan Fiduciary Advisor®

925-219-0080

925-744-8060

925-219-0078

marilyn.suey@diamondgroupwealthadvisors.com

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,...

Miriam Del Rosario

Business Development

925-219-0080

miriam.delrosario@diamondgroupwealthadvisors.com

Miriam is motivated to create ways to increase client efficiencies in all of our engagements and thoroughly enjoys the work of process improvement.