Jeff Pesta is a financial planner in San Jose offering services such as tax preparation, income tax preparation, life insurance, financial planning, retirement income, wealth and money management.
I specialize in working with people who are retired or soon to be retired. I have noticed through the years that many teachers retire successfully because they have their fixed pensions. I create investment plans that seek to allow people to stretch their investment savings into a lifetime of income.
Based on 0 Reviews
Add Review