Host Bart Zandbergen welcomed the Founder of the Newport Beach Wine and Food Festival Stefanie Salem into the studio to talk about the much anticipated upcoming event taking place October 3rd – 6th, 2019. The event is back for its 6th year in a row and is even bigger and even better. Stefanie, a serial
Letitia Berbaum was back in the studio and welcomed investment banker Austin King on-air. In this special episode, Letitia and Austin discuss how their roles as a wealth advisor and as an investment banker are unique and different. They also discuss how their roles can work together to help support their clients. Here is what
Letitia Berbaum was back in the studio with a distinguished guest in the non-profit sector. Sue Parks, President of Orange County United Way, joined Letitia on air to discuss the distinct efforts their organization has in place. One effort in particular has been to engage more women in the process of giving back. Letitia shares
Hosts Bart Zandbergen and Letitia Berbaum were back in the studio to discuss how to sift through the noise. Especially in our media driven world today, there are so many outlets that are ready to give advice but how do you filter through it to get to the heart of the topic at hand? In

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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Securities offered through Gramercy Securities, Inc., 3949 Old Post Road, Charlestown, RI 02813, 1-800-333-7450