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Financial Planner Marilyn Suey Interviewed by Kevin Harrington, The Original Shark on ABC s Shark Tank Take Control of Your Wealth by Designing Your Ideal Lifestyle Is Designed for Business Owners and High Net Worth Households News provided by Share this article Share this article SAN RAMON, Calif., April 20, 2021 /PRNewswire/ Kevin Harrington, the inventor of the Infomercial and original Shark on ABCs hit show Shark Tank sat down with Marilyn Suey, Principal and CEO. of The Diamond Group Wealth Advisors, to talk about how taking a big-picture, holistic approach to your finances may help business owners and high-net worth households build and design your ideal lifestyle for today, for tomorrow and for life. ....
The Diamond Group Wealth Advisors Produces the Spring Savvy Women Virtual Summit Women Inspiring Women Three Amazing Women Will Empower You to Take Control of Your Work, Your Wealth, and Your Worth News provided by Share this article Share this article SAN RAMON, Calif., April 15, 2021 /PRNewswire/ The Diamond Group Wealth Advisors is pleased to announce its 6th Savvy Women Summit – Women Inspiring Women on Wednesday, April 21 from 4:30-7 p.m. PDT on Zoom. The Virtual Savvy Women Summit showcases three amazing women who will share their stories and their path to clarity, confidence, and abundance. Sharing their experiences and stories are Sharon Burstein, America s Leadership Image Speaker, Michele Gooch, Transition Guru, and the Honorable Catharine B. Baker, Vice Chair of the California Fair Political Practices Commission. ....
Marilyn Suey The Diamond Group Wealth Advisors team and I are honored to be named among such a prominent list of well-respected wealth managers, said Marilyn Suey. It is our purpose and passion to support our clients to design their ideal lifestyles on their journey to reach financial independence. Our clients have come to expect long-term relationships based on excellence in service and the highest levels of trust, as they make informed decisions about their money, so that it s working harder for them. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review. ....