CUPERTINO, Calif., Sept. 28, 2026 /PRNewswire/ — Derek Pesta, CEO and Financial Advisor at Pesta & Pesta Wealth Management, has been recognized on the 2026 Forbes Top Next-Gen Wealth Advisors Best-in-State list. This prestigious annual ranking honors the nation’s outstanding younger wealth advisors who demonstrate professional standards, industry knowledge, and an unwavering dedication to their clients.
This recognition underscores Pesta’s holistic approach to wealth management and his deep commitment to superior client service. By prioritizing comprehensive, client-centric financial strategies over portfolio performance alone, Pesta has continually fostered trust and earned the respect of both clients and industry peers.
Earning a place on this exclusive list reflects Pesta’s dedication to the financial industry. To be selected, he successfully navigated a rigorous evaluation process developed by SHOOK Research. Out of more than 53,000 nationwide nominations, Pesta stood out after extensive due diligence—including deep-dive surveys and interviews—and emerged at the top of the 5,418 financial professionals evaluated for the Next-Gen ranking.
About Pesta & Pesta Wealth Management
Founded in 1970, Pesta & Pesta Wealth Management is a third-generation, family-owned financial advisory firm headquartered in Cupertino, California. Led by CEO Derek Pesta, CFP®, the firm provides holistic wealth management, tax, estate, and equity compensation planning tailored for high-net-worth individuals and Silicon Valley technology professionals. Dedicated to making the complex simple, Pesta & Pesta helps clients navigate intricate financial decisions to preserve, grow, and transfer multi-generational wealth. To learn more, visit www.pestaandpesta.com.
Media Contact:
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www.pestaandpesta.com
Forbes Top Next-Gen Wealth Advisors Best-in-State: Awarded to Derek Pesta for 2026. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 2026 research summary as of August 2026: 53,000 nominations received, based on thresholds – 31,443 invited to complete online survey – 27,296 telephone interviews – 7,722 in-person interviews at Advisor’s location, and 1,553 web-based interviews. 5,418 individuals were considered for Next-Gen ranking. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using this award. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
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SOURCE Pesta & Pesta Wealth Management
