With more than 28 years of dedication and service, Bart Zandbergen is an esteemed Certified Financial Planner™ and Senior Wealth Advisor at Optivest Wealth Management. As a nationally recognized authority in financial planning and investment advising, he has devoted his career to guiding clients to a life full of purpose and financial freedom through personalized financial planning.
Before joining Optivest as a Senior Wealth Advisor, Bart spent 25 years as a Certified Financial Planner™ and Registered Investment Advisor for Financial Management Network, Inc. (FMN). Bart holds a FINRA Series 7 license as well as a Life/Health/Disability Insurance license and is a Certified Divorce Financial Analyst®.
His integrity, laser-sharp focus, and skill at guiding his clients' financial future led to him being recognized as one of the nation's top 1% of financial advisors, according to Forbes Magazine. He has also been selected as one of America's Best Financial Planners, according to the Consumers' Research Council of America, and was recognized as a Five Star Wealth Manager for five years in a row by Orange Coast Magazine. Bart is also is an accomplished public speaker; his expert point of view has been published in the New York Times, Forbes, The Orange County Register, Nobleman Magazine, Mensbook, Modern Luxury, and Riveria.
As a well-respected and active member of his community, Bart currently serves as President of the Laguna Beach branch of the International Wine and Food Society, a member of the Financial Planning Association of Orange County, and a member of The International Association of Advisors in Philanthropy. He serves on the Board of Governors for Center Club Orange County, is a member of Center Club Cares, and a member of their Culinary Committee. Bart is also Founder of Kindness Kures, an anti-bullying movement.
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.