Philanthropy

I am a believer in philanthropic giving because accumulating wealth just for the sake of it, is neither fulfilling nor a sufficient means to an end. In other words, part of the joy of achieving wealth is in the giving. I believe in giving so that I can help enable and impact the lives of others to have the same opportunities that I have had.

Much of my giving is to local nonprofits and community partners to create a better Orange County. The community we live in is where we spend a majority of our time in the world. It is a large part of our network and relationships, and I believe that giving back to our community is actively investing in a better quality of life for ourselves and others. I also am passionate about causes that support children.

Philanthropy - Bart Zandbergen

Here are some of the organizations that I believe in and contribute to:

Aces for Autism Logo
Laura's House Logo
Center Club Cares Logo
JDRF Logo
Cure Duchenne Logo
Ark Logo
Futuro Del Oro Logo


One of the reasons I was drawn to Optivest Wealth Management was because of their active involvement in philanthropy. Optivest has been described as one of the nation’s most philanthropic wealth management firms. Through the Optivest Foundation, our companies contribute 10% of every revenue dollar to Christian ministries that provide life-saving and life-changing services to children and families in need across the globe. I also personally contribute 10% of my income to the Optivest Foundation, and serve as one of the Board of Directors for the foundation as well.

The Optivest Foundation has invested over $3.3 million in people, projects and causes in both local and international areas since 2007. Click here to learn more about the Optivest Foundation.

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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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