Marilyn Suey

Marilyn Suey Marilyn Suey is a nationally recognized Financial Educator, Author, Speaker and Wealth Manager. Schedule your private conversation with Marilyn.

Marilyn developed the Prosperity Plan Process to help clients build, accumulate, and enjoy their hard-earned wealth. Marilyn has dedicated her career to helping women step into that next chapter with confidence. As founder of The Diamond Group Wealth Advisors, Marilyn works closely with women navigating the transition from shared finances to full financial ownership. Marilyn offers a complimentary

, confidential conversation for women navigating challenging transitions, such as divorce or loss of a beloved. Connect with Marilyn and set a time to gain clarity, understand your options, and begin planning for your new chapter. For a list of states in which I am/we are registered to do business, please visit www.diamondgroupwealthadvisors.com

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

An exciting Sunday for the team here in San Diego for LPL Financial’s Focus Conference! There is always something new to...
08/09/2026

An exciting Sunday for the team here in San Diego for LPL Financial’s Focus Conference!

There is always something new to learn and someone new to learn from.

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that bre...
08/08/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Secrets of the Temple: How the Federal Reserve works.
08/07/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Today, I’m reminded that some of life’s greatest blessings are simple. Time with wonderful women, a beautiful course her...
08/06/2026

Today, I’m reminded that some of life’s greatest blessings are simple. Time with wonderful women, a beautiful course here at Blackhawk Country Club, and the joy of being present.

Deep gratitude for the friendships, the laughter, and the chance to spend the day outdoors doing something I enjoy so close to home.

Cheers to Blackhawk Women’s Golf for another successful event!

Staying active, getting much needed vitaminD ☀️, and sharing laughter with friends is one of the best investments you can do for your health and well-being.

Here’s to celebrating the good shots, learning from the not so good ones, and making great memories along the way.

What’s your favorite way to recharge?

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
08/06/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
08/04/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/01/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

07/31/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Address

6101 Bollinger Canyon Road Suite 367
San Ramon, CA
94583

Telephone

+19252190080

Website

Alerts

Be the first to know and let us send you an email when Marilyn Suey posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Marilyn Suey:

Shortcuts

Share

Category