• We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our disciplined investment strategies enable your portfolio to be managed in a way that pursues your financial goals: wealth preservation, income, or growth. Learn More

Risk Management

We recognize these risks and offer proactive strategies including life insurance, long-term care plans, and disability coverage. Learn more

Tax Planning

We do this for individuals, small business owners, corporations, partnerships, non-profits, trusts and estates. Learn more

Wealth Planning

Our team of wealth advisors will analyze your current financial state and help you develop and maintain financial independence. Learn more

Estate Planning

There are several reasons to create an estate plan. You might want to make things easy and convenient for a surviving spouse or your children. You may want to sell a highly appreciated asset and pay zero capital gains tax. You may want to significantly reduce your estate tax liability and leverage the value of your estate. Learn more

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Personalized Wealth Management

Pesta & Pesta’s mission is to help our clients develop and maintain financial independence. We are a wealth management firm in San Jose, CA serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Pesta & Pesta help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in San Jose, CA, Pesta & Pesta serves affluent families, business owners, executives and institutions. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Pesta & Pesta’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Blog
Protect Yourself From These Financial Scams: Weekly ...

Financial fraud is, unfortunately, a common practice in America that costs individuals and businesses billions of dollars each year. And research shows that people underreport financial fraud, which can also be difficult to investigate and prosecute.[1] As a result, staying aware of different scamming techniques is an important way to proactively protect yourself and your family. Here are a few common financial scams that can especially target seniors. Read more

Market Commentary
Weekly Market Commentary February 27, 2017

In a short week with no major economic news, the focus for equity markets remained on a myriad of retail earnings calls at the end of the week. The Federal Reserve released the minutes from its January meeting but it didn’t sway the markets one way or the other. It appears investors viewed the meeting as neutral with no new information given. Read more

Monthly Newsletter
February Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized ...

Last Thursday, the weather forecasting groundhog Punxsatawney Phil crawled out of his burrow on Gobbler’s Knob in Punxsatawney, Pennsylvania to predict the weather for the rest of winter. According to legend, if Punxsatawney Phil sees his shadow, there will be six more weeks of winter weather.

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Whitepaper
Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

News
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

    Blog post
  • Helping Your Loved Ones with Long Term Care

    Published by Mike Schudel and the Carson Institutional Alliance Investment Committee

    Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – especially with our families as there can be so many emotions and unknowns involved. Read more

    Weekly Market Commentary
  • Weekly Market Commentary February 21, 2017

    According to the economic data, it appears that overall activity in the U.S. has indeed increased, signaling that the Trump-driven optimism may be reaching the real economy. U.S. consumers are continuing to spend at a robust pace with both inflation and retail sales data coming in better-than-expected for January. Read more