Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free resources.

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.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*

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

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.

Read more

Carson Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

Read more

Retirement Ready?

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.

Get Started

Insights

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

Market Commentary
Weekly Market Commentary December 11, 2017

Stocks continued to push higher. The S&P 500 rose 0.4% last week and is now up 0.2% this month. The MSCI ACWI rose 0.1% and the Bloomberg BarCap Aggregate Bond Index finished basically unchanged. Read more

Blog
Save More Money With These Tips Weekly ...

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.[1] 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 Newsletter
December Monthly Newsletter: Tax Reform and Year-End ...

After several last-minute changes, the Senate voted 51-49 in the early hours of Saturday morning[1] 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.[2] 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

Video
2017 4th Quarter Outlook Video

Your Carson Group Partners Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. Read more

Blog post
  • Financial Checklist for Newly Widowed Spouses Weekly Update – 11/29/17

    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.[1]With the right guidance, widows can move beyond the confusion and find clarity.  Read more

Weekly Market Commentary
  • Weekly Market Commentary December 4, 2017

    Stocks finished higher for the 11th straight month this year and many stock indexes hit new highs. The S&P 500 soared 1.5%. The MSCI ACWI and the Bloomberg BarCap Aggregate Bond Index were basically unchanged. Read more