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…