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 current owner and 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. Today, Jeff’s son Derek is a member of the firm and earned his M.B.A. from Pepperdine University. Pesta & Pesta Wealth Management is proud to have been serving its clients with personal attention for three generations.

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