Bart Zandbergen joins MensBook.com as an Ambassador for Orange County

MensBook.com is a luxury lifestyle digital destination and events platform from the editors of Modern Luxury. MensBook.com is the authority on luxury and discovery for men, providing highly curated content and storytelling that resonates nationally with authentic local expertise. As a Committee ambassador for MensBook.com, Bart will curate special content and offer personalized input into…

Investing and Living Your Best

[This article originally appeared in NOBLEMAN Magazine] Instilled in me at an early age was the importance of presentation. I was groomed to believe that being polished from head to toe was a sign of respect to those around you. This had less to do with being wealthy and more to do with pride in…

Sip Sip Hooray, Fall Wines

[This article originally appeared in NOBLEMAN Magazine] Fall is in the air! If you're looking for some great wines to pair with your fall feasts, check out this list I've hand-curated for my recent article in Nobleman Magazine. Read More

How to Maintain a Lucrative Wine Collection

[This article originally appeared in NOBLEMAN Magazine] A wine collection with a carefully curated range of wines can be a smart investment. In this article, I’ve detailed out the three categories your wine collection should include, and 5 wines I think are worth investing in now. Cheers! Read More

7 Investments of a Nobleman

[This article originally appeared in NOBLEMAN Magazine] Over the years, I’ve come across wise investments that seem to be common among noblemen of all walks of life. In this article, I discuss my top 7 investments that have proven to be more than skin deep and stand the test of time. Read More

Smart Investment Strategies for the Nobleman

[This article originally appeared in NOBLEMAN Magazine] As we head into a new season with an eye towards the end of the year, I’ve curated a list of 5 suggestions to focus on to help bring your annual goals to a strong finish. Read More

Bart Zandbergen Launches Podcast Show The Zandbergen Report, Now on iTunes

The Zandbergen Report, where wealth strategies and investment wisdom collide is led by host Bart Zandbergen, a Certified Financial Planner and wealth advisor, streaming LIVE every Tuesday at 2pm on OC Talk Radio NEWS PROVIDED BY Bart Zandbergen, CFP Jun 18, 2018, 02:00 ET ORANGE COUNTY, Calif., June 18, 2018 /PRNewswire/ — One of Southern…

Business Beat: Optivest Celebrates with Ribbon Cutting Ceremony

Optivest celebrated their anniversary with a ribbon cutting ceremony, held by the Dana Point Chamber of Commerce on Wednesday, June 28. Photo: Kristina Pritchett Ribbon Cutting Optivest, Inc. 24901 Dana Point Harbor Drive, Suite 200, Dana Point 949.363.8686. www.optivestinc.com. Optivest Wealth Management celebrated 30 years of investment strategy and comprehensive financial planning with a ribbon…

Life's a Journey, Invest Wisely

[This article originally appeared in Nobleman Magazine.] Nobleman, Bart Zandbergen, a certified financial planner, sommelier, food and fitness enthusiast shares with us his favorite OC hotspots, essentials, and a few life lessons gathered along the way. As they say, “life is a journey, not a destination”. In a world that is always on 24/7, and…

Bart Zandbergen Celebrates 25 Year Anniversary as Wealth Management Strategist and Trusted Advisor

Orange County, CA (PRNewswire) April 17, 2017 Celebrating his 25th Anniversary as an in-demand Certified Financial Planner and Wealth Advisor, Bart Zandbergen of Optivest Wealth Management, is recognized as a leader in advanced wealth management strategy. Proudly serving dedicated clientele for over 25 years, Bart Zandbergen is globally respected as an authority in financial planning…

Bart Zandbergen Featured in Premier Edition of Nobleman Magazine and Contributing Writer

Newport Beach, CA (24-7Press Release) October 15, 2016 Certified Financial Planner and in-demand Wealth Advisor Bart Zandbergen is a Featured Contributor to NOBLEMAN Magazine, which provides style and substance for the modern gentleman. NOBLEMAN Magazine, founded by Doug and Lydia McLaughlin, kicked off their official launch with an exclusive celebration at The Ritz Prime Seafood…

Optivest Finalist for Corporate Philanthropy Award

August 2016: Optivest Wealth Management has been nominated and chosen as a 2016 finalist for the Invest in Others Charitable Foundation’s Corporate Philanthropy Award for its company-wide generous giving initiatives. Optivest advisors and employees are proud that the firm continuously donates 10% of gross revenue to philanthropic organizations worldwide through the Optivest Foundation. “Invest in…

Dee Cinquegrani as Optivest’s VP of Finance & Development

(As reported in the Orange County Business Journal, July 11, 2016): In Spring 2016, Optivest announced Dee Cinquegrani as the company’s new Vice President of Finance and Development. Dee serves Optivest clients with over 20 years of experience in Business Development & Planning, Accounting and Human Resources. Her specialized contribution includes developing the OptiWealth online…

Optivest Foundation on OCBJ’s Private Foundations List

(As reported in the Orange County Business Journal, September 7, 2015): “…Dana Point-based Optivest Foundation is the only newcomer to the list. It made $604,058 in total contributions last year, with $302,497 of that given to Orange County charities. Optivest is ranked No. 25. It was founded in 2007 and is funded by 10% of…

Exclusive Event: Early-Detection of Heart Disease

It is said that we spend 2/3 of our life obtaining wealth at the expense of our health, and the last 1/3 of our life spending our wealth to regain our health. As a True Wealth Certified Financial Planner, I believe we can have both! Please join me for an evening of wine, hor d'oeuvres,…

PULS Cardiac Test to Officially Launch at Exclusive 2015 OSCAR® Masquerade Ball to Celebrate “Unmasking” the Hidden Causes of Heart Disease

Los Angeles, CA (PRWEB) February 17, 2015 The PULS Cardiac Test in partnership with Women Network and MEMAH, will host the sold-out Unmask Heart Disease 2015 OSCAR® Masquerade Ball on Sunday, February 22, 2015 in celebration of the 87th annual OSCARS® and American Heart Month. The special, VIP event will officially launch the new PULS…

Longtime Laguna Beach Resident is Inspiring People's Financial Future

A Laguna Beach resident of 10 years, Bart Zandbergen is committed to inspiring people’s financial future. Bart is a Partner at Optivest Wealth Management. He announced today the launch of his new website and branding. According to Bart, the new website and brand refresh are more closely aligned with his personal vision and reflect the…

5-Star Wealth Manager

Bart Zandbergen, CFP was awarded 5-Star Wealth Manager Award five years in a row. Read More

KX 93.5 Radio Ad

Your browser does not support the audio element. Read Transcript Let’s say you have a $75,000 sports car that is having problems. So you don’t take it your brother’s cousin’s friend’s sister’s roommate to work on it, now do ya? No you take it to the professional. So why would handling your money be any…

KX 93.5 – Financial Freeway Minute

Your browser does not support the audio element. Read Transcript Hey there, this is Bart Zandbergen with your Financial Freeway minute. So, the first payday of 2013 for most Americans won’t be as small as it could have been. But, as paydays come in the weeks ahead, make now mistake, paychecks will be smaller. All…

Money Matters – Expect the best but plan for the anything

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Money Matters – Rebuild your fortune starting now

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Positive Lessons from a Tax Return

(As reported in the NY Times, March 18, 2001) In this article, Bart discusses how he uses your annual tax return to see what changes might be needed in your financial plan. The huge, headline-grabbing news out of Uber this week was the resignation of its chief executive, Travis Kalanick, under pressure from the company’s…