Lunch & Learn: Save on Taxes & Grow Your Wealth
Lunch & Learn: Save on Taxes & Grow Your Wealth
Join us for an insightful panel discussion with leading financial, tax, investment, and estate-planning experts as they share practical strategies to help you minimize taxes, navigate long-term capital gains, and build lasting wealth.
For Silicon Valley professionals and high-net-worth families, taxes can have a significant impact on financial growth and long-term wealth. The good news? With thoughtful tax, investment, and estate planning, there are strategies that can help you preserve more of what you’ve built and make informed decisions for your financial future.
Enjoy lunch while hearing from Derek Pesta, Sonu Varghese, Samy Basta, and Jennifer Scharre, who will explore actionable strategies and insights you can apply to your own financial planning.
📅 September 16 | CANOPY Jackson Square
🕛 Lunch provided at 12:00 PM
What You’ll Learn
Tax-planning strategies that may help minimize your tax burden
Investment strategies designed to help manage and minimize capital gains
Estate-planning strategies for high-net-worth individuals and families
The market outlook for the remainder of 2026
Practical approaches to preserving, growing, and transferring wealth
Meet the Panel
Derek Pesta, MBA, CFP® — CEO & Financial Advisor, Pesta & Pesta Wealth Management
Derek Pesta is a CERTIFIED FINANCIAL PLANNER™ professional and CEO of Pesta & Pesta Wealth Management. He helps clients pursue financial freedom through comprehensive wealth planning that incorporates portfolio management, tax planning, estate planning, and risk management.
Sonu Varghese, Ph.D. — Chief Macro Strategist, Carson Group
Sonu Varghese leads macroeconomic analysis and asset-allocation strategies at Carson Group. He also co-hosts the weekly Facts vs Feelings market podcast, bringing a broad perspective on economic trends and investment markets.
Samy Basta, CPA — Founder, Basta & Company
Samy Basta is a CPA and Fractional CFO serving growing construction, architecture, and interior design businesses. With more than 20 years of financial experience, he specializes in job costing, cash-flow management, multi-state payroll, and proactive tax strategy.
Jennifer Scharre — Partner, Coblentz Patch Duffy & Bass LLP
Jennifer Scharre specializes in complex estate planning, trust administration, and probate law. Recognized in the Chambers High Net Worth Guide 2026 for Private Wealth Law, she advises high-net-worth individuals and families on wealth transfer, capacity planning, and strategic estate planning.
Who Should Attend?
This Lunch & Learn is designed for individuals who want to pay less in taxes, make smarter investment decisions, and grow and protect their wealth—particularly Silicon Valley professionals, business owners, and high-net-worth individuals and families.
Hosted by Pesta & Pesta Wealth Management
Pesta & Pesta Wealth Management helps Silicon Valley technology professionals and high-net-worth families maximize equity compensation while minimizing tax burdens. Through tailored financial, tax, estate, and investment strategies, their team helps clients preserve, grow, and secure their financial legacy.
This event is for educational purposes only and is not intended to provide individualized financial, tax, or legal advice.