Arek Puzia (CRD# 5706618) is an Investment Advisor Representative working at Pathwise in Walnut Creek, CA and has over 12 years of experience in the finance industry. Arek Puzia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diablo Valley College | Pleasant Hill, CA | Jan 2017 - Current | 7 |
| Pathwise Wealth Partners, LLC | Pleasant Hill, CA | Nov 2014 - Current | 9 |
| Crowe Horwath LLP | San Francisco, CA | Nov 2013 - Nov 2015 | 2 |
| Acclaro Wealth Management | Walnut Creek, CA | Jan 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- CA
- TX
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts475ACCOUNTS
-
Average Account Value$342,171
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
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