Troy Zuccolotto, a former Mr. America and Mr. Universe, joined Bart in the studio to discuss his latest entrepreneurial venture – Youth Tech Medical. A driven entrepreneur at heart, Troy learned early on the power a smart investment can have when he took one of his first competition checks and purchased a piece of property
Letitia Berbaum was back in the studio with a special guest, Zovan, who has been interning with Bart and Letitia this summer. A USC student studying Real Estate Finance, Zovan comes from a family that immigrated to the USA from Latvia with five family members in tow and just $15 in their pockets. Zovan shares
Karina Tarsadia is a bold 14 year old philanthropist who joined Bart in the studio to discuss her passion for giving back. Karina has traveled the globe with her family on service trips and decided earlier this year that she really wanted to have an impact right here in her own backyard in Orange County.
Filipp Chebotarev and Polina Chebotareva, General Partners at Cambridge Companies SPG which invests in better for you consumer product brands, joined Bart in the studio to discuss their lessons learned, career histories and brand passions. Their firm has over two dozen brands within their portfolio and works with brands led by famous faces and industry
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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