Pesta Pesta Wealth Management

  • Financial Services
  • Cupertino CA
  • 5 employees
  • Financial Services
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Company Overview

Headquarters
20370 Town Center Lane, Suite 254, Cupertino CA
Website
pestaandpesta.com
Phone
(408) 227-2700
Employees
5
Founded in
1991
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Pesta Pesta Wealth Management

Pesta & Pesta Wealth Management is a wealth management firm based in San Jose, California. Founded in 1991, the company is a small business with 5 employees. Pesta & Pesta provides a range of advisory services to help clients achieve financial independence. These services are offered through CWM, LLC, an SEC Registered Investment Advisor. The firm emphasizes trust, transparency, and accountability in its client relationships, aiming to create a personalized experience for each advisor. For more information about Pesta & Pesta Wealth Management, please visit http://www.pestaandpesta.com.

Pesta Pesta Wealth Management Industry Tags

Financial Planning
Wealth Management
Investment Management
Retirement Planning
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FAQ

What is the location of Pesta Pesta Wealth Management's headquarters?
The headquarters of Pesta Pesta Wealth Management are situated at 20370 Town Center Lane, Suite 254, Cupertino CA
What is Pesta Pesta Wealth Management's phone number?
Pesta Pesta Wealth Management's contact number is (408) 227-2700.
What is Pesta Pesta Wealth Management's official website?
The official website of Pesta Pesta Wealth Management can be found at pestaandpesta.com.
What is Pesta Pesta Wealth Management's current revenue?
As of January 2024, Pesta Pesta Wealth Management's annual revenue reached $3B.
How many employees does Pesta Pesta Wealth Management currently have?
Pesta Pesta Wealth Management employs approximately 5+ people as of January 2024
Which industries is Pesta Pesta Wealth Management primarily operating in?
Pesta Pesta Wealth Management operates in the following industries: Finance, Credit
What are Pesta Pesta Wealth Management's industry tags?
Pesta Pesta Wealth Management's industry tags include: Financial Planning, Wealth Management, Investment Management
When was Pesta Pesta Wealth Management founded?
Pesta Pesta Wealth Management was founded in 1991.

Employee Directory

Key Employees

Derek Pesta

CEO, Financial Advisor

Phone Email

Burt White

Chief Strategy Officer

Phone Email

Joy Rose

Operations Associate

Phone Email