Arek Puzia Cpa Cfp Email & Phone Number | Personal finance has always fascinated me. After all, most people spend the majority of their waking hours working hard to meet life’s basic necessities. Both my parents work very labor-intensive jobs in a steel mill and my first job was delivering newspapers and washing dishes at a local restaurant called “The Velvet Creamery.” Financial planning is an absolute necessity to make sure that all of that time, energy, and effort is not wasted by poor or uninformed decisions. While some decisions can be reversed, many decisions are final and it’s impossible to turn back the clock. There is nothing worse to having to tell someone that their hard work and sacrifice was wasted simply because of mistakes that could have easily been avoided with the right expertise. I will help you take a disciplined approach to decisions about money and your financial life. The resulting plan is comprehensive, dynamic, and completely responsive to your individual circumstances. It is a financial expression of your personal vision. Our clients trust us to understand, master and manage the details of all of their hard work, earnings, savings and planning for the future. Many people plan and manage their financial life by default, not by design, so we objectively and independently serve as project managers and coaches for your complex financial affairs and ensure that your financial plans—from education funding to estate and wealth transfer

Arek Puzia Cpa Cfp

Personal finance has always fascinated me. After all, most people spend the majority of their waking...
San Francisco, California, United States

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Arek Puzia Cpa Cfp’s Email arek@pathwise.co

Arek Puzia Cpa Cfp’s Phone Numbers

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Arek Puzia Cpa Cfp’s Location San Francisco, California, United States

Arek Puzia Cpa Cfp’s Current Industry Diablo Valley College Pathwise

Arek Puzia Cpa Cfp’s Prior Industry Crowe Horwath | Gca Savvian | Merrill Lynch | Ibm

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Professor in the Business Administration Department

2017-01-01 00:00:00 - Present

Partner | Chief Investment Officer | Financial Planner

2015-01-01 00:00:00 - Present

Valuation Manager

2013-01-01 00:00:00 - 2015-01-01 00:00:00

Investment Banking Associate (M&A and Capital Raising)

2011-01-01 00:00:00 - 2013-01-01 00:00:00

Global Markets/Banking Associate - Emerging Markets Fixed Income Strategic Solutions

2009-01-01 00:00:00 - 2010-01-01 00:00:00

Consultant

2005-01-01 00:00:00 - 2006-01-01 00:00:00

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Arek Puzia Cpa Cfp is a Personal finance has always fascinated me. After all, most people spend the majority of their waking hours working hard to meet life’s basic necessities. Both my parents work very labor-intensive jobs in a steel mill and my first job was delivering newspapers and washing dishes at a local restaurant called “The Velvet Creamery.” Financial planning is an absolute necessity to make sure that all of that time, energy, and effort is not wasted by poor or uninformed decisions. While some decisions can be reversed, many decisions are final and it’s impossible to turn back the clock. There is nothing worse to having to tell someone that their hard work and sacrifice was wasted simply because of mistakes that could have easily been avoided with the right expertise. I will help you take a disciplined approach to decisions about money and your financial life. The resulting plan is comprehensive, dynamic, and completely responsive to your individual circumstances. It is a financial expression of your personal vision. Our clients trust us to understand, master and manage the details of all of their hard work, earnings, savings and planning for the future. Many people plan and manage their financial life by default, not by design, so we objectively and independently serve as project managers and coaches for your complex financial affairs and ensure that your financial plans—from education funding to estate and wealth transfer—get implemented.