Losing a loved one and life partner is a devastating experience that no one can fully predict. Despite the emotional heaviness one must navigate, another pressing topic requires attention: finances. Knowing how to move forward in your financial life after such loss can feel overwhelming and confusing. In fact, according to one study, 23% of widows feel much less confident in their finances after a spouse’s death.With the right guidance, widows can move beyond the confusion and find clarity. Read more
Advice in Common Language
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Pesta & Pesta, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Pesta & Pesta we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
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By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
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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
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
We recognize these risks and offer proactive strategies including life insurance, long-term care plans, and disability coverage. Learn more
We do this for individuals, small business owners, corporations, partnerships, non-profits, trusts and estates. Learn more
Our team of wealth advisors will analyze your current financial state and help you develop and maintain financial independence. Learn more
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
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.
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.
How long will your retirement savings last? This report will provide a high-level introduction to generating retirement income and help you understand how to make your money last longer throughout retirement.
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No matter your stage in life, saving money is essential to ensure you can afford your lifestyle. Yet, Americans have a money-savings problem: 69% of people do not have $1,000 in savings. Without this financial buffer, we end up with little wiggle room to protect our financial standing should something like an emergency arise, among other concerns. One hurdle to being able to save more money is that our everyday habits can easily derail us from savings goals. But with some simple tweaks to how you spend (and save) your money, you can build up the funds you need to support you down the road. Read more
Monthly NewsletterDecember Monthly Newsletter: Tax Reform and Year-End ...
After several last-minute changes, the Senate voted 51-49 in the early hours of Saturday morning to pass their version of tax reform. Only one Republican, Tennessee Senator Bob Corker, voted against the bill, concerned about the $1 trillion or more in budget deficits the plan is expected to create. President Trump has been adamant about his desire to sign a final bill before Christmas. While we’re not quite there yet, the Senate’s vote Saturday morning crossed one potential roadblock and has made some form of tax reform by Christmas much more likely. Read more