Marilyn Suey, Founder of The Diamond Group Wealth Advisors Named 2023 Five Star Wealth Manager
SAN RAMON, Calif., Nov. 2, 2023 /PRNewswire/ -- Five Star Professional and The Diamond Group Wealth Advisors, are pleased to announce that Marilyn Suey, CERTIFIED FINANCIAL PLANNER ™, has been chosen as a Five Star Wealth Manager for 2023. This is their highest award for Wealth Managers and is based on 10 objective criteria associated with quality services to clients such as credentials, education, regulatory and complaint history, number of client households served, and other criteria. The list will be published in the November issue of Diablo Magazine.
- SAN RAMON, Calif., Nov. 2, 2023 /PRNewswire/ -- Five Star Professional and The Diamond Group Wealth Advisors , are pleased to announce that Marilyn Suey , CERTIFIED FINANCIAL PLANNER ™, has been chosen as a Five Star Wealth Manager for 2023 .
- "I am honored to be named among such a prominent list of well-respected wealth managers," said Marilyn Suey , Accredited Investment Fiduciary ® and Certified Plan Fiduciary Advisor ®.
- "It is our purpose and passion to support our clients to design their ideal lifestyles on their journey to reach financial independence.
- The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.