About Bart Zandbergen

Mission and Vision Statements

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

Bart Zandbergen, CFP® / CDFA™

With more than 25 years of dedication and service, Bart Zandbergen is an esteemed Certified Financial Planner and Wealth Manager. 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.

His integrity, laser-sharp focus, and skill at guiding his clients’ financial future led to him being selected as one of America’s Best Financial Planners, according to the Consumers’ Research Council of America, and a 5 Star Wealth Advisor in Orange Coast Magazine.

Currently, Bart is a Partner and Senior Wealth Advisor at Optivest Wealth Management, as well as a Registered Representative of Gramercy Securities, Inc.  Bart is also is an accomplished public speaker; his expert point of view has been published in the New York Times, NOBLEMAN Magazine, Agent Inc., and the Orange County Register.

As a well-respected and active member of his community, Bart currently serves as President of both the Laguna Beach Business Club and the Laguna Beach branch of the International Wine and Food Society. He is a member of the Laguna Community Foundation, Endowment Committee of the Boys and Girls Club of Laguna Beach, and the Financial Planning Association of Orange County. He is on the Board of Governors for ClubCorp, and leads a Culinary Group at Center Club Orange County.

Chaine des Rotisseurs

Bart lives in Laguna Beach with his wife, Tina, and daughter, Tehani. He also has two grown children as well as a granddaughter, Lily, and a grandson, Oliver. Aside from spending time with his family, Bart is a fitness enthusiast who enjoys surfing and has a penchant for fine wine and dining; he is a member of Confrérie de la Chaîne des Rôtisseurs, an exclusive wine and food organization. Following his passion for wine, Bart completed his wine training through the Wine & Spirits Education Trust of England and is a Certified Sommelier, as well as a Certified Specialist in wine.

Bart Zandbergen

24901 Dana Point Harbor Dr., Suite 200
Dana Point, CA 92629
Phone: (949) 388-7230
Email: bart@optivestinc.com

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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