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Bart Zandbergen, CFPBart Zandbergen, CFP
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  • About
    • Meet Bart
    • Our Team
    • My Bio
    • My Family
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  • Wealth Management
    • Certified Financial Planner
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Monthly Archives: October 2015

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Professional Woman Wealth Manager in Laguna Beach, CA

The Future of Wealth Management: 3 Influential Trends

Finances, RetirementBy Bart ZandbergenOctober 31, 2015Leave a comment

The U.S. and global economies have undergone dramatic changes since the turmoil in the financial and real estate markets in 2008. The private wealth management industry in Mission Viejo and throughout the U.S. has experienced steady growth as the nation continues to recover. There are many factors that will have an influence on the future…

Make More Money in Investments - Laguna Beach CFP

Five types of investment risks

FinancesBy Bart ZandbergenOctober 19, 2015Leave a comment

How many times have we heard or read about investment experts telling us that all investments have some risks associated with them. According to them, an investment without risk is really not an investment at all. So, what exactly are some of the risks Laguna Beach residents take on when we invest our hard-earned money?…

Girl riding a bike on the beach in Laguna Beach, CA

Fun Family Activities in Laguna Beach

LocalBy Bart ZandbergenOctober 13, 2015Leave a comment

There’s plenty to do in Laguna Beach all year round. Sometimes, though, finding family-friendly activities that don’t cost a fortune can be challenging in 2015. We’ve rounded up some of our favorite activities for both you and the kids to enjoy this October: Bicycle along the beach path Spend the day at Bluebird Park Satisfy…

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Securities offered through Tessera Capital Partners, LLC. Member FINRA, SIPC. The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242.

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