Located in the East Bay Area in Walnut Creek, I focus on working with widows, divorcés, families, individuals and executives with complex financial needs. I’ll work alongside you to develop a holistic financial strategy that will help you achieve your goals and navigate through all stages of life including leaving a legacy if that is part of your goals.
I always knew that my purpose was to make a positive difference in the lives of others. I am driven to help you create a financial strategy that offers you the opportunity for choices in your life and the lives of those you love and care for. I grew up in India and endured an economy that limited options for those who lived there, including preventing my mother from being able to relocate her family back to Europe. My experience in India was formative and drives me today. I want to help you to have the freedom which can come from financial stability.
What do you value most? Partnering together, you and I will create a bridge between your values and achievement of your financial milestones. I am passionate about developing a deep understanding of your most important financial and life goals.
I want to understand what brought you to me, what is important to you, and then develop personalized strategies now to help you reach your objectives in the near term and throughout your life to help keep you on track. I have a fabulous branch office administrator, Jena Haux. We are passionate about providing you with the highest level of client-focused service. What you do next is up to you and I encourage you to take the next step by making an appointment. Your future starts today.
In my free time, I enjoy spending time with my two college age sons; family and friends; hiking the hillsides of the East Bay with friends and my two large dogs; as well as volunteering at local city and Rotary events.
- Retirement Savings Strategies
- Divorce Finances
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Art & Theater
- Home Improvement
Office Address3021 Citrus Circle Ste 275
Walnut Creek, CA 94598
Phone NumberPuja Markus at (925) 935-1149
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