Derek Pesta Acquires Pesta & Pesta Wealth Management

Cupertino family business to continue as founder Jeff Pesta retires after 45-year career

CUPERTINO, Calif.--(BUSINESS WIRE)--Jeff Pesta will be selling Pesta & Pesta Wealth Management, to his son Derek Pesta, who will continue the family legacy started in 1970. As Jeff finishes his 45-plus-year career and moves into retirement, he’s honored to have earned his clients’ business.

“I want to express my gratitude to my clients for their trust over the years and allowing my family to manage your money and serve as your go-to team for all of your financial questions,” said Jeff Pesta.

Derek, who is a Certified Financial Planner™ professional and graduate of Pepperdine University’s master’s program, has been working under the mentorship of his father for the last six years.

Derek shares Jeff’s values and the same commitment to their clients and their families. Derek will be working with clients in person at the Cupertino office by February 1.

“Derek is more than ready for this step,” said Pesta. “Derek is kind, knowledgeable and great at making the complicated, simple and understandable. I am proud of his dedication to his financial services career and I know our clients will be in great hands.”

The current team at Pesta & Pesta Wealth Management will continue to support clients with plans to add an operations team member so Derek can focus full time on supporting clients. The alliance between Pesta & Pesta Tax Prep and Wealth Management will continue with the team available for tax preparations and help with tax questions.

About Pesta & Pesta Wealth

Founded in 1970, Pesta & Pesta Wealth Management serves clients through holistic financial planning, disciplined investment strategies, and proactive personal service. For more information, please visit: https://www.pestaandpesta.com/.