Search
(650) 285-6752
Client Logins

Apple Employees
Services
About
- Why Us?
- Our Team
- Our Story
- Our Process
- FAQs
- Events & Webinars
- Testimonials
Insights
Tools

CONTACT AN ADVISOR CONTACT US

CONTACT US

Apple Employees
Services
About
- Why Us?
- Our Team
- Our Story
- Our Process
- FAQs
- Events & Webinars
- Testimonials
Insights
Tools

Find a Financial Advisor in Menlo Park

Menlo Park, CA

By Appointment Only

1300 El Camino Real
Suite 100
Menlo Park, CA 94025

Phone: (650) 285-6752

Connect with an Advisor

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

About

Why Us?
Our Story
Our Team
Our Process
Events & Webinars
Testimonials

Services

Apple Employees
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Private Client Services

Insights

Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News

Client Login Client Summary

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.

Carson Privacy Policy Terms of Use

Copyright 2026 CWM, LLC. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.