Joy Puyear

 

Member profile details

Membership level
Designated Member
 

Preferred Contact Information

First name
Joy
Last name
Puyear
Professional/Academic Designation(s) (for Badge)
CPA, PFS
Company
MAI Capital Mgmt
Position/Title
Senior Wealth Advisor/Managing Director
Phone
(925) 790-2895
 

Member Profile

Membership Categories
  • Certified Public Accountant (CPA)
Years of Experience
25+
Statement of Involvement in Estate Planning
I provide financial planning services to client across a broad spectrum, depending on their needs & Interest.
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