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(949) 363-8686

24901 Dana Point Harbor Dr., Suite 200
Dana Point, CA 92629

Phone: (949) 363-8686
bart@optivestinc.com

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Bart Zandbergen, CFP

  • Meet Bart
    • Bio
    • Meet My Family
  • Wealth Management
    • Certified Divorce Financial Analyst
  • Lifestyle
    • Sommelier
    • Philanthropy
      • 2019 Kindness Kures Fall Benefit
    • Fitness
    • Style
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    • Events & Press
    • Podcast
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Archives: Events and Press

Smart Investment Strategies for the Nobleman

Monday, 08 October 2018 by Bart Zandbergen
[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
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Bart Zandbergen Launches Podcast Show The Zandbergen Report, Now on iTunes

Monday, 18 June 2018 by Bart Zandbergen
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
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Business Beat: Optivest Celebrates with Ribbon Cutting Ceremony

Thursday, 20 July 2017 by Bart Zandbergen
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
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Life’s a Journey, Invest Wisely

Wednesday, 10 May 2017 by Bart Zandbergen
[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
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Bart Zandbergen Celebrates 25 Year Anniversary as Wealth Management Strategist and Trusted Advisor

Monday, 17 April 2017 by Bart Zandbergen
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
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Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.

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Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.

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Investment advisory services are offered by Optivest, Inc. and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed and may lose value. This website is provided solely for Optivest, Inc. clients and does not intend to provide investment, tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. All references to Optivest on this website refer to Optivest, Inc. (a California Incorporated company) and all references to Optivest Properties refer to Optivest Properties, LLC. Optivest, Inc. does not represent that the securities, products, or services discussed in this website are suitable or appropriate for all investors. Information herein is taken from sources deemed reliable and neither Optivest, Inc. nor Gramercy Securities, Inc. is responsible for any errors that might occur. Optivest, Inc. may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The information on this website is not intended for distribution to, or use by, any entity or person in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Optivest, Inc. or Gramercy Securities to any registration requirement within such jurisdiction or country. The opinions expressed by vendors or third parties are those of the author(s) and are not necessarily those of Optivest, Gramercy or their affiliates. All links to other Internet websites (“hyperlinks”) are included as a convenience for our visitors and Optivest, Inc. assumes no liability for the content or the presentation of such linked sites. No part of this website may be reproduced in any form, or referred to in any other print or electronic publication without the express consent of Optivest, Inc. The material has been prepared and is distributed solely for information purposes and is not a solicitation or an offer to buy or sell any security or instrument or to participate in any trading strategy. No representation or warranty is provided for any software that may be downloaded from this website. Copyright © 2016 Optivest, Inc.

Securities offered through Gramercy Securities, Inc., 3949 Old Post Road, Charlestown, RI 02813, 1-800-333-7450