Joy Puyear, CPA/PFS

Senior Wealth Advisor, Managing Director

San Ramon, CA

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Designations

  • Certified Public Accountant
  • Personal Financial Specialist

 

Work Experience

  • Has over 30 years of industry experience that includes 20 years of experience in the Investment and Financial Services Industry
  • Works with individuals and families to provide financial planning, portfolio management, and research as needed
  • Was a Partner at Intersect Capital, LLC before joining MAI

 

Life Outside of MAI 

  • Actively engaged in her local community, serving on the Finance/Investment committee at the Lindsay Museum
  • Board member of the Estate Planning Council-Diablo Valley
  • Member of the AICPA and Cal CPA

 

Education

  • California State University – Hayward, MBA in Finance

We look forward to learning about your financial goals.

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