Bart Zandbergen and Letitia Berbaum were back in the studio talking about topics that keep you up at night due to their financial impact. Bart and Letitia chose to share what keeps them up at night personally and they also address one burning question that has been surfacing lately: “How will the emergence of A.I.
Dennis Chernekoff who has worked with Franklin Covey for much of his career, joined Letitia Berbaum in the studio to discuss the 7 Habits of Highly Effective People. The acclaimed book was first released in 1989 by Stephen R. Covey and is available in 3 languages with over 40 million copies having been sold to
In this special episode, Bart and Letitia asked a few listeners “what keeps you up at night?”. Listen as the dynamic duo addresses a few of the financial concerns the listeners shared and discuss strategies that can turn sleepless nights into sound slumbers. Do you have questions you'd like to have answered? Email: podcast@bartzandbergen.com The
Letitia Berbaum was back in the studio hosting for Bart Zandbergen with special guest, Nina Ameri. Mrs. Ameri is an attorney focusing on One LLP’s entertainment law, intellectual property law and tax law practices. Mrs. Ameri represents independent film producers, production companies, writers, actors, and directors in a variety of transactions ranging from: acquisition of
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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