Our Story
Founded in 1970, Pesta & Pesta Wealth Management serves clients through holistic financial planning, disciplined investment strategies, and proactive personal service.
Pesta & Pesta Wealth Management was founded by John and Emily Pesta.
Jeff Pesta, the second oldest of John and Emily’s six children, took an active interest in his parents’ tax and financial planning business at an early age. Jeff bought the family business from John and Emily when they retired.
Today, Jeff’s son Derek, is the current owner after purchasing it when Jeff retired. Derek earned his M.B.A. from Pepperdine University and is a CERTIFIED FINANCIAL PLANNER™️ professional. Pesta & Pesta Wealth Management is proud to have been serving its clients with personal attention for three generations.
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.
Who We Serve
At Pesta & Pesta Wealth Management, we focus on serving individuals and families with at least $3 million in investable assets who are looking for comprehensive financial planning and guidance. Our team provides tailored strategies in Tax, Estate, and Investment Planning to help you preserve and grow your wealth.
We also work closely with professionals in the tech industry who face unique financial challenges, such as managing concentrated stock positions, RSUs, or ESPPs from their employer. We aim to help you optimize your equity compensation while minimizing tax burdens.
If you value a thoughtful, collaborative approach to navigating complex financial decisions and planning for the future, we invite you to schedule a consultation and learn how we can support your financial goals.