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Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS®

Financial consultant

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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.

Reviews

Location

3021 Citrus Cir Ste 275, Walnut Creek, California
Map showing location in Walnut Creek, California
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Contact This Advisor

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