The Crucial Role Of Client-Centricity In Financial Planning: Insights From Derek Pesta

Pesta and Pesta, a leading wealth management firm headquartered in Cupertino, California, announced the addition of three new members to its growing team. These strategic hires underscore Pesta and Pesta’s commitment to providing exceptional client service. The firm welcomes Joy Rose, …

In the financial management industry, one fundamental principle stands out: diversification to reduce risk and increase potential returns by spreading investments across various asset classes, industries, and geographic regions. For taxable investors, diversification takes on an even greate …

Finding a good financial advisor is not an easy task. When choosing between two or more wealth management firms, investors often find themselves confused. Many new investors don’t understand all the intricacies of the finance world. That’s why they need professional help in making the right …

In the landscape of finance and wealth management, innovation is the key to discovering new paths to success. As investors demand customized solutions to traverse the intricacies of today’s markets, finance professionals are pushed to deliver cutting-edge tactics.

Trust is the foundation of every successful client-advisor relationship in the complicated finance and wealth management world. For Derek Pesta, the CEO and Financial Advisor at Pesta & Pesta Wealth Management, trust is the steering light that enhances every interaction with his clients …

Silicon Valley, California, is the center of the tech world. It’s a landscape continually reshaped as companies create innovative technology, from cool gadgets to powerful software. That’s why Silicon Valley enterprises are different from regular businesses. They require specialized financi …

Financial planning is a complex field. Navigating the ever-changing landscape of investments, savings, and financial goals can be overwhelming. In such a scenario, the role of a financial planner becomes pivotal. Derek Pesta CEO and Financial Advisor, a seasoned financial planner, emphasize …

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.