Where are you now?
Determine your current situation and risk tolerance.
What most appropriately suits your needs?
Manage your risk by developing an asset allocation* strategy.
Which investments fit my strategy?
Select the specific investments that match the strategy.
How is my portfolio performing?
Enable smarter financial decisions through ongoing portfolio review.
Learn more about our 4 Step Money Management Process.Read More
Bart A. Zandbergen is a Certified Financial Planner™ in Orange County, a Registered Representative of FMN CAPITAL CORPORATION and a Registered Investment Advisory Representative of FINANCIAL MANAGEMENT NETWORK, INC. He has spoken at many financial workshops and has been quoted in the OC Register as well as The New York Times.
Securities offered through FMN Capital, Member FINRA/SIPC.
Investment advisory services offered through Financial Management Network Inc. a registered investment adviser. FMN Capital is affiliated with Financial Management Network Inc.
Bart A Zandbergen, CFP® is a representative of Financial Management Network, Inc, and FMN Capital Corporation. Financial Management Network, Inc. (Investment Advisor), FMN Capital Corporation (Broker-Dealer), and representatives of either firm may only transact business in the state they are licensed in (Bart Zandbergen is insurance licensed in the following states: AZ, CA, CT, NY, TX,VA & WI and securities licensed in AR, AL, AZ, CA, CT, CO, GA, HI, IL, MO, MS, NM, NY, TX, VA, & WA). Follow up, individualized responses to persons in those states that we are not licensed in by Financial Management Network, Inc., FMN Capital Corporation, and representatives of either firm that involve either effecting or attempting to effect transactions in securities, or rendering of personalized investment advice for compensation, will not be made without compliance with said state`s broker-dealer, investment adviser, broker-dealer agent, or investment adviser representative registration requirements, or an applicable exemption or exclusion.
* Financial Management Network, Inc., is registered with the SEC as an investment adviser and as such is licensed directly in its state of residency, California. All other states FMN conducts business in is done through a de Minimis filing with said states.
** Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.