Company profile
Pesta & Pesta Wealth Management
As your trusted advisor, we’re focused on adding convenience and simplicity to your life.
- Industry
- Financial Services
- Employees
- 4
- Headquarters
- Cupertino, California
- Founded
- 1970
- LinkedIn followers
- 161
- Office locations
- 1
Pesta & Pesta Wealth Management company summary
Pesta & Pesta Wealth Management is a company in the Financial Services industry, headquartered in Cupertino, California, founded in 1970. On LinkedIn the company has around 4 employees and 161 followers. Its listed specialties include Financial Planning, Investment Managment, Tax Planning, Estate Planning, Risk Management.
What technology does Pesta & Pesta Wealth Management use?
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About Pesta & Pesta Wealth Management
🪴Helping Silicon Valley Tech Professionals Build True Wealth True wealth goes beyond your salary and stock options. It’s about maximizing your RSUs, ESPPs, and equity compensation while securing your financial future. It’s creating a lasting legacy for the next generation. It’s having the time and freedom to enjoy what matters most—without financial uncertainty. Let’s help you grow and protect your wealth with confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC for accuracy or completeness. (408) 227-2700 20370 Town Center Lane Suite 254 Cupertino, CA 95014
Specialties
Where is Pesta & Pesta Wealth Management located?
Pesta & Pesta Wealth Management lists 1 location.
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|---|---|---|---|---|
Pesta & Pesta Wealth Management pestaandpesta.com | Financial Services | 4 | 1970 | Cupertino, California |
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Frequently asked questions about Pesta & Pesta Wealth Management
What does Pesta & Pesta Wealth Management do?
🪴Helping Silicon Valley Tech Professionals Build True Wealth True wealth goes beyond your salary and stock options. It’s about maximizing your RSUs, ESPPs, and equity compensation while securing your financial future. It’s creating a lasting legacy for the next generation. It’s having the time and freedom to enjoy what matters most—without financial uncertainty. Let’s help you grow and protect your wealth with confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC for accuracy or completeness. (408) 227-2700 20370 Town Center Lane Suite 254 Cupertino, CA 95014
How many employees does Pesta & Pesta Wealth Management have?
Pesta & Pesta Wealth Management has around 4 employees on LinkedIn.
Where is Pesta & Pesta Wealth Management headquartered?
Pesta & Pesta Wealth Management is headquartered in Cupertino, California.
When was Pesta & Pesta Wealth Management founded?
Pesta & Pesta Wealth Management was founded in 1970.
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