Bart and Letitia were back in the studio to discuss year end tax tips worth knowing and sharing! As we close in on the last two months of 2019, many individuals are focused on learning more about what they can do to ensure they’re in the best taxation position possible for their given situation. This
Lauraine Bifulco, CEO and President of Vantaggio HR, joined Bart in the studio to talk about the recent intensity of California’s employment laws. Vantaggio HR is a fractional HR service, typically working with clients that have less than 200 employees. In this episode, Lauraine discusses:-Marijuana in the workplace now that it is legalized. -Sexual Harassment
Christian Selmoni, the Director of Heritage and Style for Vacheron Constantin, joined Bart in the studio during his recent trip here to the USA from his headquarters in Geneva, Switzerland. Christian has been a part of this prestige watchmaker for nearly 30 years and has been a pivotal figure in helping shape the evolution of
Chef Craig Strong of Laguna Beach's dining hot spot, Ocean at Main, joined us in the studio on the eve of his one year anniversary. Spending nearly 25 years in the hotel business, 15 of which were with the Ritz Carlton in Europe or on the East Coast, Chef came to Southern California in 2000
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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