Pesta & Pesta Tax Preparation

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20370 Town Center Ln Ste 254
Cupertino, CA 95014
+1 (408) 227-2700
https://www.pestaandpesta.com

Pesta & Pesta Tax Preparation, located in Cupertino, CA, is a financial advisory firm dedicated to providing customized financial planning and investment management services tailored to individual client needs. With a focus on education and transparency, they emphasize helping clients understand their investments and strategies while prioritizing their best interests at all times.

The firm offers comprehensive services that include retirement planning, estate planning, and private client services, all delivered with a commitment to accountability and advocacy. Their approach goes beyond traditional financial advising, as they act as a coach and guide through various life transitions, ensuring clients can pursue their definition of true wealth with confidence.

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