Jeff is a Financial Advisor and owner of Pesta & Pesta Wealth Management. He earned his finance degree from San Jose State University. He has always had a passion for investing and financial planning. Tax Planning remains a key component to the wealth management practice because making money is great, but keeping it is better. In other words, making wise choices through wealth management is enhanced with a personalized tax strategy to limit taxation.
Jeff is a Wealth Advisor through Pesta & Pesta Wealth Management with his Registered Investment Advisor, CWM, LLC. Jeff holds his series 66 registration for advisory services through CWM, LLC. Jeff is also insurance licensed through the state of California and offers life, long-term care and income tax free planning services. Most clients take advantage Jeff’s financial planning services and have access to consolidated statements for all of their investment needs.
Jeff is one of six children. Jeff’s parents, John and Emily, started the tax and financial planning business in 1970. John and Emily retired in 2009. Jeff is married to his wife, Lisa. Together they have 4 children. Jeff enjoys running, bicycling and swimming. He also enjoys motorcycle riding and movies.
Jeff’s California Insurance License number is #0717031.
Getting to know Jeff:
Favorite food: BBQ ribs
Best piece of financial advice received: A penny saved is a penny earned.
If Jeff could meet anyone, past or present, it would be: George Washington