Meet Derek
Derek Pesta is a CERTIFIED FINANCIAL PLANNER® professional and CEO at Pesta & Pesta Wealth Management. Helping his clients to find their financial freedom 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. 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 running, hiking, skiing, and exotic cars. He also enjoys traveling and has been to Brazil, Germany, France, England and Italy. Derek is married to his beautiful wife Laura, and together they have two children, their son Apollo and daughter Anastasia. As a family, they attend mass on Sundays at St. Simon’s Catholic Church.
Qualifications
- 10 years financial industry experience
- 10 years with Pesta & Pesta Wealth Management
- BS Business Administration/Marketing from Pepperdine University
- MBA Finance from Pepperdine Graziadio Business School
- CFP®
- MBA
- The Rotary Club of Cupertino Member · May 2023 - Present
- Cupertino Chamber of Commerce Member · May 2023 - Present