Derek Pesta

Meet Derek

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 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. 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 running, hiking, skiing, and exotic cars. He is married to his beautiful wife Laura, and attends mass on Sundays. He also enjoys traveling and has been to Brazil, Germany, France, England and Italy.

Derek Pesta California Insurance License number is #0K18834.

Favorite food:

Chicken Fettuccine Alfredo

Best piece of financial advice I received:

Don't Forget About Your Taxes.

Favorite quote:

"Whether you think you can or you think you can’t, you’re right." - Henry Ford

If I could meet anyone, past or present, it would be:

Jesus Christ

Hidden Talent:

Knowing some of the best hiking trails in the Bay Area

Favorite book:

The Bible

Favorite movie or TV show:

The Fast and The Furious (The First One)

What motivates me:

Helping Others

Favorite holiday:

Christmas

Place I’d most like to visit:

Greece

My biggest accomplishment:

Taking over our family business as the third generation and serving our clients with great customer service, advice, and care.

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