We are building our team as we expand our business to serve the needs of our clients at every stage of their lives. Cody brings a deep desire to serve our clients and to bring his fresh outlook to support these clients in a way that they desire,” said Suey.
SAN RAMON, Calif. (PRWEB) November 11, 2020
The Diamond Group Wealth Advisors, a Northern California-based wealth management firm, today announced that it added Mr. Cody Chang to its private wealth management team this month. He will initially provide support as our Client Services Associate.
“As we continue to serve our clients, we see a growing number of young professionals and business owners seeking financial guidance,” said Marilyn Suey, founder, and CEO of the Diamond Group Wealth Advisors. “We are building our team as we expand our business to serve the needs of our clients at every stage of their lives. Cody brings a deep desire to serve our clients and to bring his fresh outlook to support these clients in a way that they desire,” said Suey.
“I am pleased and excited to join The Diamond Group Wealth Advisors to launch my career and my journey to become a CFP TM professional”, said Cody Chang. “I have a passion to provide a highly positive experience for our clients and look forward to growing with the Diamond Group Wealth Advisors.”
Serving businesses, families, and individuals in the greater Bay Area, the Diamond Group Wealth Advisors provide caring, knowledgeable financial solutions and customized advice for their clients to achieve their lifetime goals and aspirations on the road to financial independence.
“We see the growing need to serve the growing demographic of younger professionals and their families, “said Daxs Stadjuhar, Managing Partner, The Financial Services Network. “Our firm has made an intentional commitment to ensure our advisors and their teams have the tools, training and the technology to serve these very important clients. “
About The Financial Services Network
When you look at your financial advisor and their local office, what you don’t see are the myriads of people and organizations that they have partnered with in order to provide you with the personalized financial advice that you are seeking. Behind the scenes, your advisor has aligned with a broker-dealer, a branch office, investment companies, technology firms, insurance agencies, research teams, and a wealth of other professionals in order to ensure that they have the support needed to help you plan for your financial future. One of those key relationships is The Financial Services Network (The Network). The Network was founded over three decades ago with a singular purpose of supporting independent financial advisors. The Network’s diverse team includes a highly experienced group of business, investment and compliance professionals serving the needs of a select group of financial advisors who share a common bond of excellence and desire to elevate their practices. The Network’s mission is to bring experience, expertise, and passion into partnerships so that advisors can focus on helping clients navigate their path to achieving financial security. The Diamond Group Wealth Advisors has been a partner office of The Financial Services Network since 2016.
About The Diamond Group Wealth Advisors
The Diamond Group Wealth Advisors 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 process that enables our clients to build their customized Prosperity Blueprint that guides them as they travel on their path toward financial independence. Our clients understand that their wealth is more than their money. Working with us, using our Prosperity BlueprintTM process, we help guide our clients to take care of their families, and the people and causes they care about deeply.
The financial consultants at The Diamond Group Wealth Advisors are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC. and The Diamond Group Wealth Advisors are separate entities from LPL Financial. Marilyn Suey CA. Insurance License #0E01981. Ora Citron CA. Insurance License #0D87132.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: California, Colorado, North Carolina, New Jersey, New York, Ohio, Virginia, Nevada, Arizona, Washington, and Florida.