Pesta & Pesta Wealth Management

Services Offered

• Holistic financial planning
• Investment management
• Tax planning
• Retirement planning

About

Pesta & Pesta Wealth Management is a financial planning firm based in Cupertino, California, founded in 1970. The firm offers holistic financial planning, disciplined investment strategies, and proactive personal service to its clients. With a legacy spanning three generations, they focus on providing personalized financial guidance tailored to individual needs. Their services are designed to assist clients in achieving their financial goals through comprehensive planning and investment management.

Reviews

Location

Business Information