Arek Puzia (CFP®, CPA/PFS, MBA)

Arek Puzia focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • AUM
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • College/Education Planning

NAPFA Start Date

May 07, 2020

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This Office

1211 Newell Avenue, Suite 130 Walnut Creek, CA 94596 Phone: (925) 939-5607

Other Offices

2888 Loker Ave E, Ste 110 Carlsbad, CA 92010 Phone: (925) 939-5607