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Bart Zandbergen, CFP
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Bart Zandbergen, CFPBart Zandbergen, CFP
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    • Meet Bart
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  • Wealth Management
    • Certified Financial Planner
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Monthly Archives: November 2019

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  3. November

How to Eat, Move and Believe for a Healthier You

PodcastBy Bart ZandbergenNovember 13, 2019

Founder of Eat Move Believe, Malia Lewis, which is a non-profit organization providing free workshops that focus on how much to eat, when and why, and the importance of regular exercise and a positive attitude joined Bart and Letitia in the studio. Malia also authored a book called Eat, Move, Believe which is a part…

Qualified Opportunity Zones – Understanding This Investment Legislation

PodcastBy Bart ZandbergenNovember 11, 2019

Nick Rosenthal, Senior Vice President of Griffin Capital Securities, joined Bart in the studio to discuss a little-known tax benefit rolled out in the Tax Cuts and Jobs Act of 2017. A Qualified Opportunity Zone is when an investor may defer eligible capital gains recognized from taxable exchanges such as: the sale of stocks or…

Should You Leave Your Children an Inheritance?

Should You Leave Your Children an Inheritance?

Finances, RetirementBy Bart ZandbergenNovember 8, 2019

According to one recent study, around 25 percent of American parents are planning to spend alltheir money in retirement, and not leave their children an inheritance. Interestingly enough, not leaving an inheritance seems to be somewhat of a trend among the ultra-high net worth these days. Investing guru Warren Buffet, tech titan Bill Gates and…

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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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