Bay Central Investment Group

Pesta & Pesta Wealth Management, nestled in Cupertino, CA, is dedicated to assisting individuals and families in managing their financial affairs. With a focus on comprehensive financial planning and guidance, they cater to clients with at least $3 million in investable assets, offering tailored strategies in Tax, Estate, and Investment Planning. Specializing in serving professionals in the tech industry, the team at Pesta & Pesta Wealth Management helps clients navigate unique financial challenges such as concentrated stock positions, RSUs, or ESPPs from their employer. Their goal is to optimize equity compensation while minimizing tax burdens, providing a collaborative approach to complex financial decisions. At Pesta & Pesta Wealth Management, clients can expect a thoughtful and strategic approach to wealth management. Whether just starting out, preparing for retirement, or already in retirement, the team is committed to helping individuals define and pursue their version of true wealth, ensuring a secure financial future for themselves and their families. Generated from the website content

Lehrer Management Company, based in Cupertino, CA, is a trusted investment advisor specializing in providing guidance to individuals in the local community. With expertise in stock and bond trading, the firm helps clients maximize growth potential while offering planning assistance for retirement and education goals. Known for its personalized approach, Lehrer Management Company offers tailored advice on when to buy and trade securities to meet the financial objectives of its clientele. Residents of Cupertino can rely on the firm for comprehensive investment strategies and thoughtful guidance towards long-term financial success. Generated from their available business information

Jack Asset Management LLC is a financial services firm based in Cupertino, CA. The company specializes in providing personalized investment management and advisory services to individuals and businesses. With a focus on long-term financial planning and wealth preservation, Jack Asset Management LLC aims to help clients achieve their financial goals through strategic investment strategies and prudent risk management. Generated from their business information