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Everest Wong

Everest Wong is an experienced financial professional with an industry career going back to 1998. He is the Founder and CEO  of Tactivest. Everest has a breadth of experience combining wealth, financial and retirement planning along with tax and exit strategies into a comprehensive financial plan.

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Series 65 - Uniform Investment Advisor

CA Insurance Lic #  0C53985

Life, Health & Disability

 

Certified Financial Planner CFP® - Registered 2009 to 2018

ADV PART 2B

Everest
Brie

Brie Peixoto

Brie Peixoto has been the Office Manager of Tactivest since she joined the firm in April of 2013. After many years of working side-by-side the CEO and Representatives of Tactivest, she has gained extensive experience in client relations and back office operations. She utilizes her knowledge of administrative duties and client management to provide the best possible service while establishing strong relationships with 

our clients. 

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Series 65 - Uniform Investment Advisor

ADV PART 2B

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ADV PART 2A

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Check the background of your financial professional on SEC's Investment Adviser Firm Check.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:

 Do not sell my personal information.

 

Tactivest LLC. Investment Advisory Services offered through Tactivest, a Registered Investment Advisor (RIA), registered with the SEC in CA. Please see further Website Disclosure.

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Schwab is a registered broker-dealer, and is not affiliated with Tactivest’s or any advisor(s) whose name(s) appears on this Website. Tactivest is/are independently owned and operated. Schwab neither endorses nor recommends Tactivest. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Tactivest under which Schwab provides Tactivest with services related to your account. Schwab does not review the Tactivest Website, and makes no representation regarding the content of the Website. The information contained in the Tactivest Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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The above-mentioned recognition/award was given in June 2025 based on the time period of February 26, 2025 to March 18, 2025 and was provided by SF Gate. Tactivest has reasonable belief that the survey used to determine the award was fair and balanced. Tactivest did not provide compensation to the provider for the rating/award. The Best of the Bay Area 2025 Award is/are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.

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