Marilyn Suey, CFP , Earns the Highly Coveted Certified Exit Planning Advisor (CEPA) Credential to Help Women Sell Their Businesses at Maximum Value | PR Newswire [Video]

, /PRNewswire/ — Marilyn Suey, CFP, CEO of The Diamond Group Wealth Advisors, announced today that she has received the Certified Exit Planning Advisor (CEPA) Credential from the Exit Planning Institute.

“The training I received will enable me to help women business owners get the highest value when they sell their businesses so they can have a more fulfilling life now,” said Ms. Suey, 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 a special sensitivity to women in transition.

“At these difficult times, a trusted advisor can add to a woman’s sense of confidence, security, and support. Our firm is dedicated to the special needs of women in these times and beyond,” she said. “Financial success is a goal for many, and women may face unique barriers that make their …