Blog

Direct. Calculated. Personalized

25 Years in Review: The Evolution of My Investing Philosophy

When I first started out as a financial advisor back in 1992, times were different. First of all, it was a really bad fashion decade…think baggy suits. Haha! Anyway, I digress.
The Dow Jones was at 3233; we were well off the lows ...

Nov 17

If you receive my monthly newsletter, you’re probably familiar with a column that I do called “Bart’s Picks”. I decided to bring that to my blog this month, to talk about one of my favorite places to dine, relax, and have business meetings: Center Club Orange County.

Way back in the early 90s, I ...

Oct 24


Sometimes the business of life gets us into a pattern of constantly doing, instead of being and pursuing exactly who we are. If that has happened to you, I encourage you to stop and reflect for a moment, because, there’s a big difference between just living your life and designing a life you love.

Oct 04


[This article originally appeared in the Summer 2017 issue of NOBLEMAN Magazine]
In a world where you can be anything, why be ordinary? As far back as I can remember, I was always particular about my wardrobe. I was taught that being polished in your physical presentation was a sign of respect to those ...

Aug 30


This year I am grateful to be celebrating 25 years as a wealth manager. As I look back on what these last 25 years have held for me, I am amazed at the friendships I have made, the opportunities that have presented themselves, and how privileged I feel to continue this exciting journey at ...

Jun 20

Free Consultation

Enter your email address to receive an email from us to schedule your consultation.

*Don’t worry you’ll not be spammed

info logo

Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.

BrokerCheck

Investment advisory services are offered by Optivest, Inc. and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed and may lose value. This website is provided solely for Optivest, Inc. clients and does not intend to provide investment, tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. All references to Optivest on this website refer to Optivest, Inc. (a California Incorporated company) and all references to Optivest Properties refer to Optivest Properties, LLC. Optivest, Inc. does not represent that the securities, products, or services discussed in this website are suitable or appropriate for all investors. Information herein is taken from sources deemed reliable and neither Optivest, Inc. nor Gramercy Securities, Inc. is responsible for any errors that might occur. Optivest, Inc. may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The information on this website is not intended for distribution to, or use by, any entity or person in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Optivest, Inc. or Gramercy Securities to any registration requirement within such jurisdiction or country. The opinions expressed by vendors or third parties are those of the author(s) and are not necessarily those of Optivest, Gramercy or their affiliates. All links to other Internet websites (“hyperlinks”) are included as a convenience for our visitors and Optivest, Inc. assumes no liability for the content or the presentation of such linked sites. No part of this website may be reproduced in any form, or referred to in any other print or electronic publication without the express consent of Optivest, Inc. The material has been prepared and is distributed solely for information purposes and is not a solicitation or an offer to buy or sell any security or instrument or to participate in any trading strategy. No representation or warranty is provided for any software that may be downloaded from this website. Copyright © 2016 Optivest, Inc.

Securities offered through Gramercy Securities, Inc., 3949 Old Post Road, Charlestown, RI 02813, 1-800-333-7450

Market Watch - Last Closing Prices


Market Quotes are powered by Investing.com

Get a Free Second Opinion