Events and Press

Direct. Calculated. Personalized

Invest in Yourself

(As seen in NOBLEMAN magazine’s Spring 2017 Issue):

Bart talks about the top three areas he chooses to invest in to help him stay focused, driven and inspired to persevere as a father, husband, and entrepreneur.

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Make Investments Great

(As seen in NOBLEMAN magazine’s Spring 2017 Issue):

Bart discusses how implementing a forward thinking strategy that works towards your individual goals will pay off in dividends in the future, and gives his top 5 recommendations that everyone should consider when making strategic decisions to their wealth building strategy.

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Wealth Management 25 Years

Orange County, CA (PRNewswire) April 17, 2017

Celebrating his 25th Anniversary as an in-demand Certified Financial Planner and Wealth Advisor, Bart Zandbergen of Optivest Wealth Management, is recognized as a leader in advanced wealth management strategy.

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Optivest Wealth Management Partner

Newport Beach, CA (24-7Press Release) December 08, 2016

Laguna Beach resident and in-demand Wealth Advisor Bart Zandbergen is ringing in the New Year, as well as Optivest Wealth Management’s 30th Anniversary, by joining their elite team of esteemed professionals.

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Premier Edition Nobleman Magazine

Newport Beach, CA (24-7Press Release) October 15, 2016

Certified Financial Planner and in-demand Wealth Advisor Bart Zandbergen is a Featured Contributor to NOBLEMAN Magazine, which provides style and substance for the modern gentleman.

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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

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