Lehrer Management Co Inc

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

Oza Financial Services CPA Inc. specializes in providing outsourced accounting and consulting Chief Financial Officer services tailored for startup companies, allowing them to concentrate on product and market development while effectively managing their financial assets. The firm focuses on cost control, ensuring that clients—particularly venture capital-backed startups—can access high-level expertise at a fraction of the cost typically associated with larger firms. With an extensive network of attorneys, angel investors, and venture capitalists, Oza Financial Services is well-equipped to meet the evolving needs of growing businesses. Their approach is designed to adapt to the size, complexity, and financial constraints of each client, facilitating sustained growth and strategic resource management. Generated from the website