Pesta & Pesta Wealth Management - Cupertino, California

Eileen H.

I've been with Pesta & Pesta WM for over five years now. My money was sitting for somewhere else and it wasn't getting much attention. Somehow, I ignorantly thought that was how it worked.

Through a variety of fortunate circumstances, I moved all to PPWM. I would have been happy still assuming all was good (which it is), but Derek and his team are actively involved with their clients and their long-term goals. The knowledge they share with me is done without arrogance and speak to me in a way that I understand.

On a personal note, they are an incredibly nice group of people & make a great team. I couldn't be more confident & happy knowing that they are helping me with my retirement strategy.

Joanne G.

My family is extremely pleased with the performance and service provided by Derek Pesta at Pesta & Pesta. He evaluates the client's risk tolerance and goals and makes suggestions based on each individual investor. We meet annually or more often when necessary to review our portfolios. Other investment firms never came close to aligning my goals with their investment advice. For our family, Pesta & Pesta Wealth Management have been very helpful during difficult times. I am very fortunate to have a competent and caring advisor.

Cro10 O.

Pesta & Pesta Wealth Management provides a "wealth" of information to their customers. Derek has provided us the information we need to make informed decisions on how to invest our money wisely. Our only regret is not using their services earlier in our life. We are close to retirement, so the decisions we make depend on a comfortable retirement without worry about our financial future. Derek is honest, succinct and professional. The financial planning models are easy to understand, clear and are customized to maximize ones financial goals. I recommend Derek and company to my family and friends.
Sincerely
Charles and Elizabeth

Doug W.

Pesta and Pesta have been our wealth advisors since 2007, who’ve guided us to remain steady and balanced in our financial plan through changes in our professional, family, and health status, as well as the inevitable and sometimes volatile fluctuations in the financial market. Since Jeff made the decision to retire and Derek took the helm, the transition has been smooth. When we’re nervous, Derek is calm and focused, talking us through the various scenarios we might be contemplating and helping us to choose wisely. When we have a question or need, Derek always finds the time to listen and provides wise and thoughtful feedback and service. We stay with Pesta and Pesta because they’ve earned our trust. We highly recommend Pesta and Pesta.

Andrea M.

Pesta and Pesta wealth managers have been our partners through career growth to retirement. There is a sincerity in their recommendations and wisdom in the options they continue to provide. We have made our transition to full retirement with ease and trust the guidance the Pesta team offers. They bring in new tools to broaden our perspective on investment options so we go forward informed and with confidence. I recommend their services and ultimate partnership.

Arnette G.

I have had my investment finances with Pesta & Pesta since at least 2012. The representatives I have worked with have all had my best interests at heart and provided sound advice. We meet annually, and anytime I need them, to discuss my financial plan and goals. My investments with Pesta & Pesta have done well. I have complete faith in Pesta & Pesta and I am grateful to have them as my financial partner. I look forward to many more years in our partnership.

Cynthia S.

I have been using Pesta and Pesta for over five years. They listened to my goals and have invested my money as I requested. They keep their eye on how my investments are doing. At one point they were not satisfied with the results of a company they were using and changed over to another. The company they are using now give updates that explain their philosophy of how they are changing their investments as the economy changes.

Dereck Pesta contacts me once a year to go over my financial status. It is very thorough including all assets, income and debts. He also checks that you have long term care insurance and a will. He then runs a program that contains a 1000 scenarios to see possible future results. He also contacts me a couple times of year to check up to see if anything has changed in my life that might affect my financial standing.

Dereck has always filled out all the forms I have needed. For example, he did all the paperwork for some of my RMD go to my church. After he got my permission, he sent the required tax information to my tax accountant .

I am recommending Pesta and Pesta, because I have never felt pressured to follow one of their suggestions, they invest at a level I feel comfortable, they never change my investments without informing me first, they are detailed, they get things done in a timely manner, my investments perform well, and they are a pleasure to work with.

Jan S.

My husband and I have been with Pesta and Pesta for over 10 years. We retired as we planned and we are enjoying the lifestyle we wanted. Many thanks to Derek and everyone at Pesta and Pesta Wealth Management.