Marilyn Dunlavy Plum

Profile Updated: August 26, 2019
Marilyn Dunlavy
Residing In: Martinez, CA USA
Spouse/Partner: Todd Plum
Occupation: Retired-Certified Financial Planner Practitioner
Yes! Attending Reunion
Comments:

I graduated from Callison College, University of the Pacific in International Studies. During college, I spent a year living in India and a semester in the Yucatan Peninsula. A few years ago, I finally returned to India for the first time since college, spending a month traveling the country with my husband, Todd. I have been fortunate to travel the world and will be returning from a vacation in Africa the day before our reunion. Hoping to not fall asleep and face-plant into my dinner.
I have been Certified Financial Planner since 1986 and was a partner in Ballou Plum Wealth Advisors, LLC in Lafayette, CA. In 2016, we merged with a larger firm, EP Wealth Advisors and then I retired in May of 2018. Loved my work which was never boring with markets, tax and estate laws always changing and my clients were wonderful people.
I have been very active in sports, especially snow and water skiing and white water kayaking. Kind of an adrenalin junkie. Admittedly, slowing down, but traveling as much as possible including camping in our EarthRomer around the west.
Looking forward to the reunion.
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Marilyn Dunlavy Plum
Marilyn Dunlavy Plum posted a message on Paula G. Dexheimer's Profile. New comment added.
Sep
12
Sep 12, 2019 at 6:09 PM

Posted on: Sep 06, 2019 at 8:11 PM

Hey Paula, Remember our mothers and “Christmas Gift!” Hope to find you at the reunion.

Marilyn Dunlavy Plum
Marilyn Dunlavy Plum posted a message.
Aug
27
Aug 27, 2019 at 12:51 PM

Sooooo, I don’t think I saw all of your post the first time and, bummer, you are not coming. Enjoy the Denver area. We spend a good bit of time camping around there. Our EarthRoamer camper is made there so visit almost every year to get something upgraded or fixed. Met up with friends near Leadville in July.

Marilyn Dunlavy Plum
Marilyn Dunlavy Plum posted a message.
Aug 27, 2019 at 12:45 PM

Hi Fred! Planning on being there and I look forward to seeing you.

Marilyn Dunlavy Plum
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26
Aug 26, 2019 at 7:26 PM
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Marilyn Dunlavy Plum added a comment on Peggy I. Askins Frost's Profile.
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Aug 25, 2019 at 2:45 PM
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Marilyn Dunlavy Plum has a birthday today.
Dec
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Dec 18, 2018 at 1:33 AM
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Nov 03, 2014 at 7:00 PM

Posted on: Nov 03, 2014 at 8:00 AM

Hi Libby, Have a wonderful birthday! I was hoping you would be at the reunion, but guess we will have to wait another 5 years to see you. Looks like life is good. Take care!