Marilyn Plum, CFP®
Director of Portfolio Management
Ballou Plum Wealth Advisors, LLC
Marilyn Plum, CFP® is Director of Portfolio Management at Ballou Plum Wealth Advisors, LLC, recognized as a leading Private Wealth Management Firm by the San Francisco Business Times* for the past three years. Marilyn has helped the firm grow to more than $270 million in client assets under management with LPL Financial, a Registered Investment Advisor. Marilyn is a CERTIFIED FINANCIAL PLANNER™ Professional and Registered Representative with LPL Financial.
Throughout her 32-year career in the financial advisory business, Marilyn has become particularly well known for her financial planning expertise and client education on wealth preservation and portfolio management strategies. She especially enjoys assisting women in transition and helping them create sound financial decisions that address their unique challenges such as divorce, death in the family and inheritance.
Marilyn has dedicated an enormous amount of her talent to her profession, serving as President and Chairwoman of the East Bay Chapter of the International Association for Financial Planning, now the FPA, as well as Chairwoman of the Northern California Regional Financial Planning Conference. She has also been a featured speaker for regional and national conferences of the Financial Planning Association and her industry peers at LPL Financial conferences.
Marilyn is frequently called upon to provide wealth management commentary and financial planning expertise for well-known publications such as The Wall Street Journal, CNBC.com, MSN.com, SmartMoney, USA Today and San Jose Mercury News. Marilyn graduated from University of the Pacific with a degree in International Studies and holds the Series 7 and 63 securities registrations with LPL Financial. In addition to being a well-respected financial advisor in the East Bay, she is a licensed California life, disability and health insurance agent.
Marilyn and her husband, Todd, enjoy many outdoor sports including kayaking, skiing and white water rafting. They are worldwide travelers and also enjoy exploring what the western wilderness has to offer in their off-road RV.
*Based on National Association of Board Certified Advisory Practices (NABCAP) multi-step verification process to objectively account for the accuracy and consistency of advisory practices. The NABCAP award is based on twenty characteristics including years of experience, customer service model, risk and investment philosophy.