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

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 posted a message. New comment added.
Mar 10, 2024 at 9:05 PM

Posted on: Mar 08, 2024 at 6:04 PM

Have a great birthday! Thanks again for those old letters. Can’t believe you still had them and how silly they sound now. Ah, youth!

Dec 18, 2023 at 1:33 AM
Marilyn Dunlavy Plum posted a message. New comment added.
Mar 15, 2023 at 5:01 PM

Posted on: Mar 15, 2023 at 9:55 AM

Have a most wonderful birthday, Pam!

Dec 18, 2022 at 1:33 AM
Jul 09, 2022 at 11:15 AM

Happy birthday, Peggy! Hope you are doing well!

Marilyn Dunlavy Plum added a comment on Profile.
Mar 08, 2022 at 5:14 PM
Dec 18, 2021 at 1:33 AM
Dec 18, 2020 at 1:33 AM
Dec 18, 2019 at 1:35 AM
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.

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.

Aug 27, 2019 at 12:45 PM

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

Aug 26, 2019 at 7:26 PM
Aug 25, 2019 at 2:45 PM
Dec 18, 2018 at 1:33 AM
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!