Host Bart Zandbergen welcomed Will and Courtney Alovis of Balboa Island’s iconic Sugar ‘n Spice into the studio. The dynamic duo spent decades on set in Hollywood working on some of the most notorious TV and movie sets. Courtney Alovis dedicated nearly 25 years in Hollywood glamming up TV stars, models and movie moguls such
Host Bart Zandbergen and Co-Host Letitia Berbaum kicked-off the New Year with a candid conversation on goal setting. The duo shared how they individually approach goal setting and what they do to keep themselves on track throughout the year. As most people know, the resolutions that are often set in the New Year can fade
Respected as an industry authority on California Labor Law, Chris Harmon joined Bart in the studio to discuss what you need to know as a business owner in California- especially at the start of a New Year. The landscape of the law is continuously changing and almost always at the start of a New Year
Scott Heinila who is a respected industry expert when it comes to insurance products joined Bart in the studio to discuss the evolution of long term care insurance. This traditional insurance product has evolved over time, which is why Scott walks listeners through some of the various nuances and little known features of the product
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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