Host Bart Zandbergen was joined in the studio by entrepreneurs Billy Hinzo, Founder of Kingdom Nutrition and Daniel Houtz, CEO of Golden Era Nutrition. These two pros shared with listeners the latest advancements in the supplementation industry as well facts that are useful when trying to decide what supplements to buy and why, in order
Host Bart Zandbergen was joined in the studio by entrepreneur Basel Nassar. As one of the founders of Boss Dog, a line of premium dog products that all center around digestive health solutions, Basel shares the experiences he has had on his entrepreneurial journey so far which began in the Greek yogurt business. After spending

The Secure Act: Part III

Host Bart Zandbergen was joined in the studio by attorney Nicole Anderson for the Secure Act Part III. In this episode Nicole discusses the estate planning and retirement benefits that the Secure Act has implications for. With the exception of 5 categories, beneficiaries can no longer defer taxation over their lifetime as a result of
Host Bart Zandbergen was joined in the studio by Realtor Christina Harmon who was practically born into the profession. Her father was a broker in the Palm Springs area and Christina felt from an early age that being in real estate was simply put, just in her DNA. Following her passion has served her well
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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