Marilyn Suey speaks at CalCPA women’s leadership forum

By AI, Created 7:35 PM UTC, May 22, 2026, /AGP/ – Marilyn Suey, founder and CEO of Diamond Group Wealth Advisors, spoke at CalCPA’s Elevate: Women’s Leadership Forum 2026 about how financial planning can help professionals navigate major career transitions. Her remarks focused on using money strategy to create flexibility, make bold moves and align work with long-term goals.

Why it matters: - Suey’s message tied financial planning to career mobility, especially for women facing major professional pivots. - The forum centered on how leaders can make strategic changes without sacrificing long-term security. - The session framed financial strategy as a tool for deciding when to leave outdated roles, take risks and move into higher-impact work.

What happened: - Marilyn Suey, founder and CEO of Diamond Group Wealth Advisors, spoke at Elevate: Women’s Leadership Forum 2026, a CalCPA event. - Suey said major career transitions require more than confidence and need a financial plan that supports bold decisions. - Suey said financial planning should align resources with the life and career a person wants. - Suey said the right financial plan can create options and help professionals move toward greater impact and fulfillment.

The details: - The forum addressed common inflection points, including launching a firm, shifting departments, moving from consulting into an internal leadership role and transitioning from public accounting to industry. - The session explored how leaders can align work with their highest-value contributions while navigating career pivots. - Participants examined examples such as starting an independent practice, moving into a startup CFO role, and stepping into a new firm, department or industry. - Attendees also looked at how to let go of work that no longer fits, delegate effectively and step into roles that better match capability and ambition. - The forum aimed to leave attendees with a practical framework for identifying where they do their best work and managing change with confidence.

Between the lines: - Suey’s remarks reflect a broader view of financial planning as a career strategy, not just an investment exercise. - The forum’s emphasis on transitions suggests growing attention to the link between personal finances, professional reinvention and leadership decisions. - The message also fits CalCPA’s audience of professionals who may be weighing promotions, industry moves or entrepreneurship.

What’s next: - Suey said leaders can use financial clarity to prepare for their next chapter and make more intentional choices. - The forum’s framework could be used by professionals who are rethinking their current roles or preparing for a new one. - Diamond Group Wealth Advisors continues to position Suey around women-focused financial education and career transition planning.

The bottom line: - Suey’s core pitch was simple: financial planning can create the freedom to change careers with more confidence and less risk.