About Bart Zandbergen

My Story

Early on in my career, I worked in the computer industry; I was on a successful career track, but I felt unfulfilled. I woke up one morning and realized I wanted something more. I wanted to create real impact and real change for people, which made me painfully aware that to do so, I would need to leave my career path in the computer business, which had been very lucrative.

The following year I spent carefully considering what to do, how to do it, and soliciting guidance from trusted counsel, including my own financial advisor. He suggested I consider a career in wealth advising, and once again, several months later, I had a moment. I awoke at 2:00 am on the dot one morning and had total clarity that changing lives was my true calling, and I decided to pursue that through financial advising and wealth management.

Leaving computer system sales, a great career, and starting a new job with no salary was one of the scariest moments of my life, but also one of the most fulfilling.

Looking back, it was one of the best decisions of my life. Helping people reach their financial goals is not only fulfilling but my life’s purpose. The notes, letters, and thank yous from clients are irreplaceable. My clients are an extension of my family, and as such, so are their family gatherings, business openings, holiday parties, and celebrations we attend together.

Everything I do is built on the concept of aligning your vision and values with your wealth plan through customized, comprehensive financial planning so that you can live your best life and create a lifelong legacy. I treasure the confidence and trust my clients have in me and will continue to work tirelessly to give you the distinct client experience you have come to know and love.

Years of Experience

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Certified Financial Planner
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Wealth Management
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Certified Divorce Financial Analyst

Principles Of My Work

My Mission

To provide my clients financial peace of mind, allowing you time to focus on creating true wealth for a purposeful life. I strive to help you realize your financial goals through integrity, commitment, and genuine caring for your wellbeing.

My Vision

To be the premier, go-to financial advisor known to enrich the lives of clients, family and friends.