Speaker Bio: Marilyn Suey, MBA, CFP®, AIF™, PPC™
Marilyn Suey is a nationally-recognized Financial Educator, Author, Speaker and Wealth Planner. As 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™, Marilyn has been interviewed multiple times, including Leeza Gibbons, Emmy Award Winning TV and Radio Host; Kevin Harrington, Original Shark on ABC TV’s Shark Tank; and James Malinchak, featured on ABC TV’s Hit Series, Secret Millionaire, among others.
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 preserve, protect and pass on their wealth for almost 20 years. She created The Personal Prosperity Blueprint™ out of her passion to help successful women and men more fully enjoy their hard-earned wealth.
Marilyn is a life-long learner committed to professional excellence. She earned dual degrees in Applied Math and Economics from the University of California at Berkeley; an MBA from the prestigious Wharton School at the University of Pennsylvania; before adding the CERTIFIED FINANCIAL PLANNER®, Accredited Investment Fiduciary™, and Professional Plan Consultant™ professional designations.
It doesn’t take long with Marilyn Suey to see why woman and men trust their money and their future to her. She is a warm and passionate communicator who loves to share her financial wisdom and insights as a Keynote Speaker to many organizations, including Golden Gate University; and to the public through her ongoing seminars, most notably her Savvy Woman Seminar series. Marilyn shares her leadership skills with many organizations, including as a Board Member with the Senior Services Northern California Foundation, affiliated with Northern California Presbyterian Homes and Services.
Marilyn lives in Danville, CA with her husband and two daughters. She is a golf enthusiast, who enjoys sharing a round with family and friends despite a high handicap. She is a foodie and wine enthusiast and enjoys entertaining and trying new cuisines.
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.