CUPERTINO, CA / ACCESSWIRE / August 29, 2024 / 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, Alan Gama, and Amanda Bearden, whose diverse expertise will support Pesta and Pesta's continued growth.
Joy Rose joins Pesta and Pesta as an Operations Associate. With a focus on enhancing operational efficiency, Joy will play a crucial role in ensuring a smooth and streamlined client experience.
Alan Gama, a CERTIFIED FINANCIAL PLANNER™ professional, brings his expertise and eight years of experience to the team as a Financial Advisor. Alan's proven track record and dedication to client success will be a valuable asset to Pesta and Pesta.
Amanda Bearden is scheduled to join Pesta and Pesta as a Financial Advisor on August 1st, 2024. Her extensive industry knowledge and diverse experience will further strengthen the firm's ability to provide comprehensive financial advice to clients.
"We are thrilled to welcome Joy, Alan, and Amanda to the family," said Derek Pesta, Financial Advisor and CEO of Pesta and Pesta Wealth Management. "Their combined talent, expertise, and dedication to client success perfectly aligns with our mission to empower our clients as they pursue their goals. Their addition positions us even better to serve our existing clients and welcome new ones as we continue to grow."
About Pesta & Pesta Wealth Management:
Established in 1970, Pesta & Pesta Wealth Management is a distinguished third-generation family wealth management firm headquartered in Cupertino, California. Committed to simplifying complexity, they offer various financial planning services, disciplined investment strategies, and proactive, personalized service to empower clients in pursuing financial objectives. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
Contact information:
Website: https://www.pestaandpesta.com/
Email: [email protected]
Phone: (408) 227-2700
Address: 20370 Town Center Lane, Suite 254, Cupertino, CA 95014
SOURCE: Pesta and Pesta