Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS®
Financial consultant
Services Offered
- Retirement planning
- Education savings strategies
- Tax-efficient investment management
About
Puja Markus is a financial advisor based in Walnut Creek, California, affiliated with Edward Jones. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS®), Puja provides personalized financial guidance through face-to-face consultations. Her practice focuses on helping individuals and families achieve their financial goals and prepare for significant life events.
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Location

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Business Information
Address
3021 Citrus Cir Ste 275
Walnut Creek, California 94598
Phone
+1925-935-1149
Website
https://www.edwardjones.com/us-en/financial-advisor/puja-markus
Business Hours
Contact for business hours