Marilyn Suey

Bio:

Marilyn Suey

Marilyn is a business consultant and provides coaching for her planning clients. In addition, she uses her business and personal experience to provide the best ideas for charities and their donors on all facets of charitable gifting and retirement planning. She likes to work with donors to enable them to help those charities for which they have a deep passion and enjoys working with those non-profits who serve their communities and help society be a better place.

With over 35 years of business experience, working in leadership roles as well as in the financial services industry, Marilyn has a broad background in investments, business and retirement planning. She has managed her own family assets that have spanned three generations.

Marilyn works closely with several local charities. She is married with two daughters and resides in Danville, CA.

A S O C I A T I O N S

Marilyn is a Certified Financial Planner TM and a member of the Northern California Financial Planning Association. Marilyn advises business owners and families on critical topics that enable her clients to master the Wealth Protection Planning Process.

E D U C A T I O N

Marilyn is a graduate of the University of California at Berkeley with dual degrees in Applied Math and Economics. She earned her MBA from the Wharton School at the University of Pennsylvania. She obtained her Certification in Financial Planning and keeps abreast of several key areas in her practice. She is an investment advisor and provides comprehensive financial planning services, as well as, is licensed to provide life, health, disability, long term care and property and casualty insurance solutions..

R E F E R E N C E S

Personal and professional references are available on request.

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