Arek D. Puzia, CFP<sup>&reg;</sup> - Financial Advisor

Arek D. Puzia, CFP®

Chief Investment Officer

PathWise

1211 Newell Avenue, Suite 130
Walnut Creek, CA 94596
FINANCIAL ADVISOR'S WEBSITE
(925) 939-5607

General

Arek Puzia is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PathWise in Walnut Creek, CA and the surrounding communities.

Financial Advisor Overview

We offer a comprehensive approach to financial planning and investment management. We are not tied to any products and/or services.

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Financial Advisor Experience

With years of experience on Wall Street and an MBA from the top Business School (Economist 2016 ranking), along with a CPA, Arek and his team have deep expertise across a variety of investments, tax issues, and planning considerations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Minority Financing, Startup, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources