With more than 25 years of dedication and service, Bart Zandbergen is an esteemed Certified Financial Planner™, Certified Divorce Financial Analyst®and Senior Wealth Advisor at Optivest Wealth Management. As a nationally recognized authority in financial planning and investment advising, he has devoted his career to guiding clients with diverse portfolios through building, managing and carefully fostering overall financial health.
Prior to joining Optivest as a Senior Wealth Advisor, Bart spent 25 years as a Certified Financial Planner™ and Registered Investment Advisor for Financial Management Network, Inc. (FMN). Bart holds a FINRA Series 7 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.
As a multi-family office, we provide true wealth management with the expertise to solve complex financial issues. Optivest’s holistic and integrated approach includes advanced planning for tax efficiency, wealth transfer, wealth protection and philanthropy as well as management and coordination of your entire professional services network.
Committed to making our community and the world a better place through giving.
Self-professed wine connoisseur turned Certified Sommelier, passionate about wine + food.
Believer of investing in health as well as wealth, through working out and healthy eating.
Aficionado of custom clothing; dressing well honors both yourself and those you spend time with.
24901 Dana Point Harbor Dr., Suite 200
Dana Point, CA 92629
Phone: (949) 363-8686
bart@optivestinc.com
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.
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
