Pesta & Pesta Wealth Management
Business details
- Category
- Financial Services · Financial planner, Financial advisor, Financial consultant, Investment company, Investment service
- Address
- 20370 Town Center Ln Ste 254, Cupertino, CA 95014
- Phone
- (408) 227-2700
- Website
- pestaandpesta.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you're planning for retirement or looking to invest your savings more wisely, Pesta & Pesta Wealth Management offers financial planning and investment guidance tailored to you. Serving families and individuals across Cupertino and Santa Clara County, our team helps clients build a clear plan that covers taxes, retirement income and long-term goals.
Many of our clients come to us at a major life stage, and we take the time to understand their circumstances, from career and family changes to health and retirement timing. We walk every client through their options in plain language, with financial planning models that are easy to follow and customized to their goals.
Our approach is calm and steady, especially when markets are volatile, so you can make decisions with confidence rather than worry. Many of our clients have worked with us for years, and we're proud of the relationships we've built on honesty, responsiveness and professionalism.
Book through Calendly to schedule a conversation about your financial future.
Many of our clients come to us at a major life stage, and we take the time to understand their circumstances, from career and family changes to health and retirement timing. We walk every client through their options in plain language, with financial planning models that are easy to follow and customized to their goals.
Our approach is calm and steady, especially when markets are volatile, so you can make decisions with confidence rather than worry. Many of our clients have worked with us for years, and we're proud of the relationships we've built on honesty, responsiveness and professionalism.
Book through Calendly to schedule a conversation about your financial future.