Skip to content
(949) 668-0771
Bart Zandbergen, CFP
Inspiring a Better Financial Future!
Bart Zandbergen, CFPBart Zandbergen, CFP
  • About
    • Meet Bart
    • Our Team
    • My Bio
    • My Family
    • Philanthropy
    • Sommelier
    • Fitness
    • Style
  • Wealth Management
    • Certified Financial Planner
    • Certified Divorce Financial Analyst
    • Registered Investment Advisors
  • Approach
  • Media
    • Blog
    • Podcast
    • Events & Press
  • Contact
Search:
  • About
    • Meet Bart
    • Our Team
    • My Bio
    • My Family
    • Philanthropy
    • Sommelier
    • Fitness
    • Style
  • Wealth Management
    • Certified Financial Planner
    • Certified Divorce Financial Analyst
    • Registered Investment Advisors
  • Approach
  • Media
    • Blog
    • Podcast
    • Events & Press
  • Contact

Category Archives: Finances

You are here:
  1. Home
  2. Category "Finances"

The Divorce Team You Need to Protect Your High Net Worth

Finances, Law, RetirementBy Bart ZandbergenJanuary 4, 2021

Divorce is a complex process that affects just about every aspect of your life, from financial to emotional, physical to legal. For affluent couples with ultra-high net worth, the complexity is high, and the stakes are even higher. You will be making some of the most difficult and important financial decisions of your life during…

How to be fiscally responsible during times of uncertainty

FinancesBy Bart ZandbergenSeptember 15, 2020

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…

The Insurance Policies Every High Net Worth Individual Should Consider

FinancesBy Bart ZandbergenFebruary 13, 2020

High Net Worth Individuals (HNWI) often have higher risk exposure and more complex insurance requirements. HNWIs are sometimes more prone to legal action from those who seek to gain a profit from their wealth, or in some cases, even targeted because of their wealth. Unfortunately, HNWIs are often underinsured, as many have obtained first-generation wealth,…

How to Make Sure Your Wealth Lasts for Multiple Generations

How to Make Sure Your Wealth Lasts for Multiple Generations

Finances, RetirementBy Bart ZandbergenDecember 13, 2019

You’ve probably heard the numbers; about $68 trillion in U.S. wealth is expected to change hands from older generations to younger generations in the next 25 years. Unfortunately, much of that wealth won’t make it the 3rd generation, the grandchildren. Rarely is the issue that the financial advisor didn’t do a good job. Most of…

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…

12345…
67
8
Go to Top
Join Our Newsletter
Get the latest financial and lifestyle tips from Bart
NAME:
EMAIL:

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.

Broker Check