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…