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Bart Zandbergen, CFP® / CDFA

Bart Zandbergen, CFP / CDFA at Optivest in Dana Point, CA

Bart is a Partner at Optivest Wealth Management and helps clients realize their financial goals and dreams through integrity, focus, and genuine caring for their well-being. Bart is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc.

Prior to joining Optivest, Bart spent 25 years as a Certified Financial Planner™ and Registered Investment Advisor for Financial Management Network, Inc. (FMN).

Bart is a native Californian and a 1984 graduate of California State University, Fullerton majoring in Business Administration. Bart holds a series 7 (General Securities Representative) Securities 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.

Bart’s integrity 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* (Bart was recognized for the past 5 years) in Orange Coast Magazine.

An experienced public speaker, Bart has been featured at many financial workshops and has been quoted in the Orange County Register as well as The New York Times. He also publishes his own financial newsletter called “THE ZANDBERGEN REPORT.”

Bart is very active in his community, and 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. At Center Club Orange County, he leads a Culinary Group and is on the Board of Governors for ClubCorp. He is a former instructor at California State University at Long Beach, as well as a former counselor/teacher for the “Money Matters” ministry of Coast Hills Community Church.

Chaine des Rotisseurs

Bart lives in Laguna Beach with his wife, Tina, and baby, 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.

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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.


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

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