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
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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