Derek Pesta is a CERTIFIED FINANCIAL PLANNER™ professional at Pesta & Pesta Wealth Management and has been with the firm since May of 2015. Helping his clients to have financial confidence is his ultimate goal. He does this through a comprehensive wealth planning process that incorporates portfolio management, tax planning, estate planning and risk management.
Derek offers advisory services through his Registered Investment Advisor, CWM, LLC. Furthermore, Derek is licensed through the state of California to sell life insurance. Prior to joining Pesta & Pesta Wealth Management, he worked at the Nielsen company in the Leadership Development Program. Derek graduated from Pepperdine University where he received his bachelors in Business Administration and his MBA in finance.
Outside of work, Derek has a passion for motorcycles and exotic cars. He also enjoys traveling and has been to Brazil, Germany, France, England and Italy.
Derek Pesta California Insurance License number is #0K18834.
Getting to know Derek:
Favorite food: Chicken Fettuccine Alfredo
Favorite movie: Gone in 60 Seconds
Favorite holiday: Christmas
Place Derek would most like to visit: Greece