Sunflower Investment Group LLC

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

SpecialtiesFinancial Planning