Wealth Management Services in Cupertino, CA

Cupertino, CA

20370 Town Center Lane
Suite 254
Cupertino, CA 95014

Phone: (408) 227-2700

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Is Pesta & Pesta
Right For You?

We help those with $3M+ in assets with tax, estate & investment planning, including tech professionals with RSUs & ESPPs. If you value a collaborative approach to financial decision-making, we invite you to schedule a consultation and see how we can support your goals.

(408) 227-2700

20370 Town Center Lane

Suite 254

Cupertino, CA 95014

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Additional information about CWM, LLC and our advisors is also available online at https://www.adviserinfo.sec.gov or http://brokercheck.finra.org/ . You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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