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
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.


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.


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