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CONTACT AN ADVISOR CONTACT US
CONTACT US
  • Apple Employees
  • Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Estate Planning
    • Tax Planning
    • Private Client Services
  • About
    • Why Us?
    • Our Team
    • Our Story
    • Our Process
    • FAQs
    • Events & Webinars
    • Testimonials
  • Insights
    • Your Money
    • Your Business
    • Your Retirement
    • Your Legacy
    • Your Freedom
    • Market & Investments
    • In the News
    • Social Media
  • Tools
    • Risk Survey
    • Retirement Readiness Quiz
    • SECURE Act RMD Calculator
    • 401(K) CALCULATOR
    • Roth vs. Traditional IRA Calculator
    • College Readiness Quiz
    • Financial Dragon Slayer Game

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.
Pesta & Pesta Wealth Management
(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

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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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