Bloomberg and Five Star Professional Names Marilyn Suey, Founder of The Diamond Group Wealth Advisors, As Five Star Wealth Manager for the San Francisco/East Bay Area-Based Wealth Management Firm
SAN RAMON, Calif., March 19, 2024 /PRNewswire/ -- Financial news giant Bloomberg and Five Star Professional today announced that Marilyn Suey , CERTIFIED FINANCIAL PLANNER ™, has been chosen as a Five Star Wealth Manager for 2023 for the San Francisco/East Bay Area.
- SAN RAMON, Calif., March 19, 2024 /PRNewswire/ -- Financial news giant Bloomberg and Five Star Professional today announced that Marilyn Suey , CERTIFIED FINANCIAL PLANNER ™, has been chosen as a Five Star Wealth Manager for 2023 for the San Francisco/East Bay Area.
- The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.
- Five Star Professional employed a rigorous research process to identify the Five Star award winners in cities across the United States.
- Five Star Professional identified award candidates based on industry data and nominations received from industry firms and individuals.