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My Approach
Offering you the one-on-one support you need from your fiduciary advisor – and a team of highly specialized professionals focused on your unique situation, including CPAs, CFPs®, JDs, and more.
The Clients I Serve
Tech Professionals
Major Milestones I Specialize In
RSUs, ESPPs, ISOs
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Pesta & Pesta Wealth Management, we focus on serving individuals and families with at least $5 million in investable assets who are looking for comprehensive financial planning and guidance. Our team provides tailored strategies in Tax, Estate, and Investment Planning to help you preserve and grow your wealth. We also work closely with professionals in the tech industry who face unique financial challenges, such as managing concentrated stock positions, RSUs, or ESPPs from their employer. We aim to help you optimize your equity compensation while minimizing tax burdens. If you value a thoughtful, collaborative approach to navigating complex financial decisions and planning for the future, we invite you to schedule a consultation and learn how we can support your financial goals.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.