Overview

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.

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