Pesta & Pesta is a San Jose based wealth management firm founded by Jeff Pesta in 1991. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to help our clients develop and maintain financial independence. Advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Carson Institutional Alliance, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of and have not been reviewed by CWM, LLC or Pesta & Pesta Wealth Management as to accuracy or completeness. For additional information please visit: http://www.pestaandpesta.com
View Top Employees from Pesta & Pesta Wealth Management| Website | http://pestaandpesta.com |
| Revenue | $1 million |
| Employees | 5 (5 on RocketReach) |
| Founded | 1991 |
| Address | 6920 Santa Teresa Blvd. Suite 103, San Jose, California 95119, US |
| Phone | (408) 227-2700 |
| Fax | (408) 227-2704 |
| Technologies |
JavaScript,
HTML,
PHP
+34 more
(view full list)
|
| Industry | Financial Services, Finance, Real Estate, Brokerage, Marketing and Advertising, Investment Banking, Environmental Services |
| SIC | SIC Code 6211 Companies, SIC Code 621 Companies, SIC Code 62 Companies |
Looking for a particular Pesta & Pesta Wealth Management employee's phone or email?
Pesta & Pesta Wealth Management Questions
The Pesta & Pesta Wealth Management annual revenue was $1 million in 2024.
Jeff Pesta is the Owner of Pesta & Pesta Wealth Management.
5 people are employed at Pesta & Pesta Wealth Management.
Pesta & Pesta Wealth Management is based in San Jose, California.
The SIC codes for Pesta & Pesta Wealth Management are [6211, 621, 62].
Top Pesta & Pesta Wealth Management Employees
-
24
-
21
-
Related Companies
