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 well-being.

The Art of Philanthropic Investments with Valentina Khan

Host Bart Zandbergen was joined in the virtual studio by entrepreneur Valentina Khan.  Valentina is the Managing Director for Investors Philanthropic. As an OC native who grew up in North Tustin, she was inspired early on by the compassionate community. She is a graduate of the University of Southern California Bachelor of Arts, has received
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How to be fiscally responsible during times of uncertainty

With the current market volatility and economic uncertainty we are facing in our nation currently, many people find themselves stressed about money and their financial situation. During times like these, it’s easy to either lose focus on investing or become hyper-focused on investing. Your situation is unique, and there is no one size fits all
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Why Long Term Care Makes Dollars and Sense

Host Letitia Berbaum was joined in the virtual studio by Nick Bernatowicz of Producers Choice Network. In this episode, the duo discuss Long Term Care – myths, misconceptions and why it is critical to have a plan in place. Nick is recognized as an expert in Long Term Care planning, portfolio distribution and protection strategies,
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AB 5 and its Impact on California Businesses and Business Owners

Host Bart Zandbergen was joined in the virtual studio once again by Lee R. Goldberg, Esq, who is a transactional business attorney and has been practicing in Southern California for over 33 years.  In this episode, Lee shares his knowledge of AB 5 and its implications for California business owners. This new regulation went into
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Reflections in Quarantine, Part 2

Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum for part two of their conversation about life in quarantine. In this episode Bart and Letitia discuss areas of our lives that have been impacted by COVID including health, fitness, nutrition, friendships and finances. They also share their own personal experiences and
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