The Diamond Group Wealth Advisors

The Diamond Group Wealth Advisors Customs plans for every stage of your life. Our clients understand that their wealth is more than their money. Securities offered through LPL Financial.

The Diamond Group is an independent wealth management firm that empowers its clients to design and define their ideal lifestyles starting today, for tomorrow and for life. We follow a disciplined planning system, “Your Prosperity Blueprint Process”, that enables our clients to design their customized plan which will guide them as they travel on the road toward financial independence. Working with

us, using our Prosperity Blueprint Process, we collaborate and support our clients to take care of their families, and the people and causes they care about deeply. Your Prosperity Blueprint includes your overall plan, a wealth accumulation strategy and tactics; wealth protection strategy and tactics and a wealth preservation strategy and tactics that serve you and your family. We collaborate with you every step of your journey to keep you on the road toward financial independence. Please give us a call to see if we are a good fit to support you as you design your ideal lifestyle. Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Mariner Independent Advisor Network, a registered investment advisor. Mariner Independent Advisor Network and The Diamond Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
05/29/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

As retirement approaches, income planning becomes just as important as saving. Explore thoughtful retirement income plan...
05/28/2026

As retirement approaches, income planning becomes just as important as saving. Explore thoughtful retirement income planning ideas including Roth conversions, tax awareness, and creating more flexibility in later years.

Learn practical retirement income strategies to help manage taxes, Social Security, Medicare premiums, and Roth conversion opportunities before required withdrawals begin.

Can group and private disability policies work together?
05/28/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

IN THE NEWS!Honored to have recently spoken at the Women’s Leadership Forum sponsored by CalCPA in Huntington Beach, whe...
05/27/2026

IN THE NEWS!

Honored to have recently spoken at the Women’s Leadership Forum sponsored by CalCPA in Huntington Beach, where we discussed the unique financial and career transitions many women experience.

From caregiving responsibilities to career changes, retirement planning, and living longer lives, women often carry financial decisions that impact not only themselves, but generations around them.

I am grateful for every opportunity to help educate, encourage, and support women as they take greater control of their work, wealth, worth, and well being.

Thank you to CalCPA and all the inspiring women and professionals who made the event so meaningful. The conversations continue.



“When you understand where you stand and where you’re going, you can let go of outdated roles, take calculated risks, and move toward opportunities that generate greater impact and fulfillment.”— Marilyn Suey

Inheritance may come with a mix of gratitude, grief, and pressure to “do something smart” right away. If you’re feeling ...
05/26/2026

Inheritance may come with a mix of gratitude, grief, and pressure to “do something smart” right away. If you’re feeling overwhelmed, you’re not alone. I hear this often especially from families who want to honor...

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
05/26/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

05/24/2026
Benefit. Premium. Policyholder. Learn the language before evaluating your options.
05/23/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
05/22/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

A disability could keep you from work and increase costs. How can you protect yourself?
05/21/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
05/19/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Address

6101 Bollinger Canyon Road, Suite 367
San Ramon, CA
94583

Telephone

+19252190080

Website

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