Bart Zandbergen, CFP® / CDFA™
Bart is a Partner at Optivest Wealth Management and helps clients realize their financial goals and dreams through integrity, focus, and genuine caring for their well-being. Bart is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc.
Bart is a native Californian and a 1984 graduate of California State University, Fullerton majoring in Business Administration. Bart holds a series 7 (General Securities Representative) Securities license as well as a Life/Health/Disability Insurance license. He obtained his CFP® certification from the College for Financial Planning in Denver, Colorado and has received his Certified Divorce Financial Analyst Certificate.
Bart’s integrity and skill at guiding his clients’ financial future led to him being selected as one of America’s Best Financial Planners, according to the Consumers’ Research Council of America, and a 5 Star Wealth Advisor* (Bart was recognized for the past 5 years) in Orange Coast Magazine.
An experienced public speaker, Bart has been featured at many financial workshops and has been quoted in the Orange County Register as well as The New York Times. He also publishes his own financial newsletter called “THE ZANDBERGEN REPORT.”
Bart is very active in his community, and currently serves as President of both the Laguna Beach Business Club and the Laguna Beach branch of the International Wine and Food Society. He is a member of the Laguna Community Foundation, Endowment Committee of the Boys and Girls Club of Laguna Beach, and the Financial Planning Association of Orange County. At Center Club Orange County, he leads a Culinary Group and is on the Board of Governors for ClubCorp. He is a former instructor at California State University at Long Beach, as well as a former counselor/teacher for the “Money Matters” ministry of Coast Hills Community Church.
Bart lives in Laguna Beach with his wife, Tina, and baby, Tehani. He also has two grown children as well as a granddaughter, Lily, and a grandson, Oliver. Aside from spending time with his family, Bart is a fitness enthusiast who enjoys surfing and has a penchant for fine wine and dining; he is a member of Confrérie de la Chaîne des Rôtisseurs, an exclusive wine and food organization. Following his passion for wine, Bart completed his wine training through the Wine & Spirits Education Trust of England and is a Certified Sommelier, as well as a Certified Specialist in wine.