About Pesta & Pesta Wealth Management

Pesta & Pesta Wealth Management is based in San Jose, California. Pesta & Pesta was founded in 1970 by John and Emily Pesta.

My name is Jeff Pesta. I am the second oldest of six children. I took an active interest in my parents tax and financial planning business at an early age. Today my son Derek is a member of our firm. I am proud to say that we have been serving our clients with personal attention for three generations.

Our mission is to help our clients develop and maintain financial independence. We do this through a custom no-charge eMoney plan, tax planning, wealth management as a fiduciary, and personalized tax-free income planning.

 


Core Values

At Pesta & Pesta, we stay true to our core values, mission and vision so you can benefit from our relationship to develop and maintain your financial independence:

  • Teamwork
  • Trust
  • Dedication
  • Results