The Diamond Group Wealth Advisors Celebrates 10 Years of Empowering Savvy Women by Protecting Their Financial Futures and Enhancing Their Wellbeing
SAN RAMON, Calif., Nov. 18, 2024 /PRNewswire/ — Believing that women face different financial decisions than men, The Diamond Group Wealth Advisors hosted a special 10Th Year celebration for The Savvy Women Community that aims to empower Savvy Women as they go through every stage of life. From managing their careers, raising a family, planning for retirement, or preparing for their Second Act, the Savvy Women Community is designed for married, single, widowed, or divorced women.
In honor of the 10th anniversary of the formation of The Savvy Women Community, The Diamond Group Wealth Advisors recently hosted an event called “HERstory Makers: Celebrating Your Impact.”
“There is no story too big or too small. Every story deserves to be heard and seen,” said Marilyn Suey, CEO of The Diamond Group Wealth Advisors, CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor®, Accredited Investment Fiduciary®, and Certified Plan Fiduciary Advisor®. The Diamond Group Wealth Advisors provides personalized financial guidance for each client who goes through life’s transitions. Our advisors have an exceptional sensitivity to women in transition.
Hearing remarkable stories of strength and resilience inspired the women at the meeting. They created meaningful connections, built confidence amidst vulnerability, and formed lasting memories.
The Savvy Women Community launched a new website and Facebook page to share their members’ unique life stories, create a more significant impact, and collaborate with women worldwide.
The Savvy Women Community Background
Over a decade ago, Marilyn Suey attended a conference with a room full of accomplished alumnae from Wharton and Harvard Business School. They discussed their careers, work-life balance, and financial goals.
“During the event, I asked myself, “Wow, haven’t we come a long way, but not as much as I thought we have. What can I do to help?” she said.
This event sparked the idea for Marilyn to write a book to provide support and offer tips that help women gain even more confidence in managing their careers, money, and overall wellbeing. This book, 36 Quick Tips for Savvy Women, Taking Control of Your Work, Your Wealth and Your Worth, has been widely distributed through many of Marilyn’s educational seminars.
“The book focuses on what actions are necessary to take more control of women’s unique talents and apply them to their careers, money, and self-worth. We all have a unique purpose, and when we follow our passions coupled with perseverance and persistence, we will make our dreams a reality,” she said.
The principles in the book are the foundation of the Savvy Women Community. On its 10th anniversary, Marilyn has included a fourth pillar, your wellbeing to the original pillars of work, wealth, and worth.
Honoring Mama Pearl
The group also celebrated the life and wisdom of Mama Pearl, “Popo,” who fueled Marilyn’s burning passion to educate and empower all women she met.
“Mama Pearl’s impact remains in us still, like a small voice cheering us on,” she said. In her honor, attendees saw her “Pearls of Wisdom” displayed throughout the room. A special page on The Savvy Women website has been dedicated to Mama Pearl here: Pearl Suey – A Life Well Lived
You Are Welcome Here – Every story deserves to be visible.
Any woman is invited to share her story of inspiration, wisdom and empowerment. Please visit this page to learn more: Life Stories
About The Diamond Group Wealth Advisors
The Diamond Group is an independent wealth management firm that empowers its clients to design their ideal lifestyle starting today, for tomorrow, and for life.
A trusted advisor can add to a woman’s sense of confidence, security, and support during these difficult times. Our firm is dedicated to the unique needs of women in these times and beyond.
We believe that “Your Wealth Is More than Your Money.”
Our approach to building your customized plan honors what matters to you most. Your motivations, aspirations, and the causes you care about deeply.
Our core values are trust, commitment, compassion, and collaboration.
For your complimentary Lifestyle Upgrade Assessment, contact Marilyn Suey at 925-219-0080 or email marilyn.suey@
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
Marilyn Suey is a Registered Representative with a Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, and a member of FINRA/SIPC. Other advisory services are offered through Mariner Independent Advisor Network, LLC, a Registered Investment Advisor. Mariner Independent Advisor Network, LLC and The Diamond Group Wealth Advisors are separate entities from LPL Financial. CA Insurance License #0E01981
For information, go to https://www.
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Frequently Asked Questions
- Q: What makes women wealth advisors different from traditional financial advisors?
A: Women wealth advisors specifically understand that female clients often face unique financial challenges and life transitions. At The Diamond Group Wealth Advisors, we recognize that women typically live longer, may experience career interruptions, and often balance multiple roles as caregivers and professionals. Our approach combines technical expertise with emotional intelligence, offering specialized guidance for women’s distinct financial journeys. - Q: How do I know if I need a specialized wealth advisor for women?
A: Consider working with a specialized women wealth advisor if you’re experiencing major life transitions such as divorce, widowhood, career changes, or retirement planning. You’ll benefit from an advisor who understands women’s unique financial challenges and can provide personalized strategies aligned with your goals. This becomes particularly important when you need someone who can translate complex financial concepts into actionable steps while considering your complete life picture. - Q: What financial services do women-focused wealth advisors typically provide?
A: Women wealth advisors provide comprehensive financial services tailored to women’s specific needs. These services include personalized retirement planning, investment management, estate planning, and transition planning for major life events. At The Diamond Group, we also offer specialized support for business owners, career transitions, and divorce financial planning, ensuring every aspect of a woman’s financial life is thoroughly addressed. - Q: How often should women meet with their wealth advisor?
A: A dedicated women wealth advisor typically recommends quarterly meetings to review your portfolio and financial progress. However, the frequency may increase during significant life transitions or when implementing new financial strategies. We encourage monthly contact during your first year to establish a strong foundation and ensure your financial plan aligns with your evolving needs. - Q: What credentials should I look for when choosing a women wealth advisor?
A: When selecting a women wealth advisor, look for recognized credentials such as CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor® (CEPA). These certifications demonstrate the advisor’s commitment to professional excellence and ethical standards. Additionally, consider their experience working specifically with women clients and their understanding of women’s unique financial challenges. - Q: What are the benefits of joining a women’s financial community like The Savvy Women Community?
A: Joining a women’s financial community provides invaluable networking opportunities, educational resources, and peer support. The Savvy Women Community, established by experienced women wealth advisors, offers a space where members can share experiences, learn from each other, and access professional guidance. This community approach helps women build confidence in their financial decisions while connecting with others on similar journeys. - Q: How do women wealth advisors approach retirement planning differently?
A: Women wealth advisors take a holistic approach to retirement planning that accounts for women’s longer life expectancy and unique career patterns. We create comprehensive strategies that consider potential career breaks, caregiving responsibilities, and healthcare costs. Our planning process focuses on building sustainable income streams while maintaining flexibility for life’s unexpected changes. - Q: What should I expect during my first meeting with a women wealth advisor?
A: Your first meeting with a women wealth advisor will focus on understanding your complete financial picture and personal goals. We’ll discuss your current financial situation, future aspirations, and any concerns you may have. This initial consultation typically includes a lifestyle assessment, risk tolerance evaluation, and exploration of your values to ensure we create a financial strategy that truly reflects your needs and priorities. - Q: How can women prepare for unexpected financial transitions?
A: Working with women wealth advisors helps you develop a robust financial strategy that prepares you for unexpected transitions. We recommend building a comprehensive emergency fund, maintaining appropriate insurance coverage, and regularly updating estate planning documents. Additionally, we help you create a financial support network and ensure you have access to necessary resources during challenging times. - Q: What makes The Diamond Group’s approach to women’s wealth management unique?
A: At The Diamond Group, our women wealth advisors focus on four key pillars: work, wealth, worth, and wellbeing. We understand that women’s financial success extends beyond just money management. Our decade of experience serving the Savvy Women Community has shown that combining technical expertise with emotional intelligence and community support creates the most effective path to financial empowerment for women.
