With almost 3 decades of dedication and service, Bart A. Zandbergen is an esteemed Certified Financial Planner® and Founder and CEO of The Zandbergen Group. 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 launching The Zandbergen Group, he was a Senior Wealth Advisor at Optivest, Inc., and prior to that 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, the Financial Planning Association of Orange County, and 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 the 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.
Securities offered through Tessera Capital Partners, LLC. Member FINRA, SIPC. The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242.