Marilyn Dunlavy Plum

Profile Updated: March 17, 2018
Marilyn Dunlavy
Residing In: Martinez, CA USA
Spouse/Partner: Todd Plum
Homepage: EPWealth.com
Occupation: Certified Financial Planner
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. I finally returned to India for the first time since college, spending a month last year 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 a Certified Financial Planner for 34 years and was a partner in Ballou Plum Wealth Advisors, LLC in Lafayette, CA. In 2016, we merged with a larger firm, EP Wealth Advisors where I am Regional Director. Love my work which is never boring with markets, tax and estate laws always changing. We have fabulous, interesting clients and we feel privileged to be able to help make their lives better.
I have been very active in sports, especially snow and water skiing and white water kayaking. Kind of an adrenalin junkie.
Looking forward to the reunion.

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Mar 16, 2018 at 9:00 PM
Marilyn Dunlavy Plum posted a message. New comment added.
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!