Derek Pesta

CFP®, MBA
CEO, Financial Advisor

Meet Derek

Derek Pesta is a CEO, Financial Advisor based in Cupertino, California with 8 years of experience in the field.

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. 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 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 one child, their son Apollo. As a family, they attend mass on Sundays at St. Simon’s Catholic Church.

Derek Pesta California Insurance License number is #0K18834.

 

 

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 8 years financial industry experience
  • 8 years with Pesta & Pesta Wealth Management
Education
  • BS Business Administration/Marketing from Pepperdine University
  • MBA Finance from Pepperdine Graziadio Business School
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • MBA
Professional Memberships
  • The Rotary Club of Cupertino Member · May 2023 - Present

Pesta & Pesta Wealth Management

20370 Town Center Lane
Suite 254
Cupertino, CA 95014
(888) 321-0808