Knowledge Center

Direct. Calculated. Personalized

Events & Press

Optivest Finalist for Corporate Philanthropy Award

August 2016: Optivest Wealth Management has been nominated and chosen as a 2016 finalist for the Invest in Others Charitable Foundation’s Corporate Philanthropy Award for its company-wide generous giving initiatives. Optivest advisors and employees are proud that the firm continuously donates 10% of gross revenue to philanthropic organizations worldwide through the Optivest Foundation.

“Invest in Others amplifies the charitable work of financial advisors, employees, and their firms by sharing their stories and awarding funding to the non-profits they care so much about.” Click here to learn more about the Invest in Others Charitable Foundation.

Dee Cinquegrani as Optivest’s VP of Finance & Development

(As reported in the Orange County Business Journal, July 11, 2016):

In Spring 2016, Optivest announced Dee Cinquegrani as the company’s new Vice President of Finance and Development. Dee serves Optivest clients with over 20 years of experience in Business Development & Planning, Accounting and Human Resources. Her specialized contribution includes developing the OptiWealth online financial aggregator and working closely with CPAs, Attorneys and industry leaders to offer Optivest clients the peace of mind they deserve.

Dee is a member of AICPA, CalCPA, is a California Notary Public, holds a real estate Salesperson license for California, and is a graduate of Cal-State Fullerton. True to the Optivest culture that giving is living, you can often find Dee supporting local charitable organizations and community programs.

READ FULL Article: OCBJ People on the Move

Optivest Foundation on OCBJ’s Private Foundations List

(As reported in the Orange County Business Journal, September 7, 2015): “…Dana Point-based Optivest Foundation is the only newcomer to the list. It made $604,058 in total contributions last year, with $302,497 of that given to Orange County charities. Optivest is ranked No. 25. It was founded in 2007 and is funded by 10% of the gross revenue of Optivest Inc., Optivest Properties LLC, and Optivest Investment Banking, according to the foundation’s website. It has invested more than $2.3 million in local and international areas since 2007.

Trish Van Mourick, who founded the Optivest Foundation with her husband, Mark, said the rise in contributions can be attributed to the Optivest companies’ increased profitability in recent years. The foundation donates mostly internationally, with some local giving, and to Christian-based causes.

‘We have multiyear projects in Rwanda, Zambia, and India, and focus on projects that will be
sustainable in the future,’ Van Mourick said. ‘We are passionate about international projects because we really see our investment dollars go so much further.’ One of the current projects listed on the foundation’s website is the Freedom Climb, an annual event when women from around the world climb Mount Kilimanjaro to ‘raise global awareness, prayers, and funds for women and children who are oppressed, enslaved, exploited, and trafficked throughout the world.’ ” CLICK HERE TO READ FULL ARTICLE

Exclusive Event: Early-Detection of Heart Disease

It is said that we spend 2/3 of our life obtaining wealth at the expense of our health, and the last 1/3 of our life spending our wealth to regain our health. As a True Wealth Certified Financial Planner, I believe we can have both! Please join me for an evening of wine, hor d’oeuvres, and your chance to take control of one of your most important assets – your heart health.

Please click on the PULS seminar invitation link for more details: PULS – seminar invitation

To your Health & Wealth!
For complete Cardiac Wellness Profile:
Initial & 1 follow-up consultation and laboratory testing:
Max out pocket & cash price for just this event is $275.

*PULS: Reimbursed by PPO insurance out of pocket will be determined by their insurance plan.

PULS Cardiac Test to Officially Launch at Exclusive 2015 OSCAR® Masquerade Ball to Celebrate “Unmasking” the Hidden Causes of Heart Disease

Los Angeles, CA (PRWEB) February 17, 2015

The PULS Cardiac Test in partnership with Women Network and MEMAH, will host the sold-out Unmask Heart Disease 2015 OSCAR® Masquerade Ball on Sunday, February 22, 2015 in celebration of the 87th annual OSCARS® and American Heart Month. The special, VIP event will officially launch the new PULS Cardiac Test and will benefit nonprofits GUARDaHEART, Worthy Women Foundation and China California Heart Watch.

Read Full Article

Longtime Laguna Beach Resident is Inspiring People’s Financial Future

A Laguna Beach resident of 10 years, Bart Zandbergen is committed to inspiring people’s financial future. Bart is a Partner at Optivest Wealth Management. He announced today the launch of his new website and branding.

According to Bart, the new website and brand refresh are more closely aligned with his personal vision and reflect the vibrant feeling of Laguna Beach, where he is a proud resident and leader.The new website at www.bartzandbergen.com offers a clean, modern design, easy-to-navigate functionality, and a content-rich site experience.

“Our goal with this new website is to provide clients and site visitors an easier way to learn about our services and a convenient way to browse information based on your specific needs. We designed it to provide better access to information about our team, our comprehensive approach, our services, a newly refined Knowledge Center and a new blog,” commented Bart.

The new website offers helpful information, such as information about strategic partners. If you are looking for a CPA, an estate planning attorney, or need mortgage lending or Realtor services, you can consult the list in the Knowledge Center for Bart’s recommendations.

The new Bart Zandbergen website also provides social media integration and direct links to Bart’s Facebook, Twitter, LinkedIn and Google+ pages, where Bart plans to stay connected to friends and clients on a regular basis.

“We are very proud of our new world-class website – and we hope it provides a useful, informative experience for our clients and site visitors to get to know our team and our services a little better!”

About Bart Zandbergen

Bart Zandbergen provides financial services in Southern California. Services offered include: comprehensive financial planning, wealth management, tax planning*, retirement planning, estate planning*, insurance planning, cash flow planning, college planning and trust services*. Additional services offered to employers include employee benefits, qualified retirement planning, and company planning.

5-Star Wealth Manager

Bart Zandbergen, CFP was awarded 5-Star Wealth Manager Award five years in a row.
Read More

KX 93.5 Radio Ad

Read Transcript

Let’s say you have a $75,000 sports car that is having problems. So you don’t take it your brother’s cousin’s friend’s sister’s roommate to work on it, now do ya? No you take it to the professional. So why would handling your money be any different? In today’s financial climate you need a professional, Bart Zandbergen, proud sponsor of KX 93.5 tax planning, cash flow management, investment planning, business interest and more. ZandbergenGroup.com that’s ZandbergenGroup.com.

KX 93.5 – Financial Freeway Minute

Read Transcript

Hey there, this is Bart Zandbergen with your Financial Freeway minute.

So, the first payday of 2013 for most Americans won’t be as small as it could have been. But, as paydays come in the weeks ahead, make now mistake, paychecks will be smaller. All working Americans wills see their take home pay cut by 2%.

While congress approved a deal not to raise income tax rates on Americans earning under $400,000 ($450K couples), the agreement did not extend the employee payroll tax cut that has been law for the last two years. Instead, every worker will see the part of their paychecks going toward Social Security return to the same percentage it was before 2011.

Other changes for earners under $400K are:
Your Maximum long term cap gains and dividend tax is 15%

And What if you earn over $400K?!
Your maximum income tax rate is now 39.6%
Your Long Term Capital Gains tax and Dividend tax rate is now 20%

If you earn over $250K ($300K household), you will see a phase out of your itemized deductions.

Lastly, the tax on Estates will rise to 40% maximum rate, with a permanent exemption of $5M, indexed for inflation.

What does this mean for you? Meet with your Financial Advisor to determine what YOU can do to be best positioned for the results of this Fiscal Cliff.

This has been Bart Zandbergen, your GPS on the Financial Freeway…

Money Matters – Expect the best but plan for the anything

Money Matters – Rebuild your fortune starting now

Free Consultation

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

*Don’t worry, you will 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