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Bart Zandbergen Joins Optivest Wealth Management as Partner and Senior Wealth Advisor

December 8, 2016     Mark Lew    

Orange Region’s Chief Boutique Riches Administration Firm, Optivest Riches Administration, is commending its 30 Year Commemoration by bringing industry trend-setter Bart Zandbergen on board as Accomplice. Perceiving a chance to lift the level of administration for his customer base, and after watchful thought, Bart has transitioned to Optivest Riches Administration following 25 fantastic years with Money related Administration Organize, Inc. (FMN). Appreciative for the connections he has developed amid his residency with FMN, Bart looks forward with much foresight to the following part of his voyage as he ministers improved techniques and open doors for his customers. With its central command in Dana Point, California, Optivest Riches Administration anticipates its new era of development through Bart’s authority and vision.

“Advancing the open doors for my committed customer base through change, I am anticipating this energizing new section as Accomplice and Senior Riches Consultant at Optivest Riches Administration. I have a significant regard for the association’s administration and money related insight, which I have been familiar with for over two decades. I anticipate 2017 with this move into the New Year.” – Bart Zandbergen, Accomplice and Senior Riches Counsel, Optivest Riches Administration

“We are respected to welcome Bart Zandbergen to our group of recognized experts. Having known Bart for more than 20 years, we have an aggregate regard for his faultless uprightness, teach and astuteness.” – Stamp Van Mourick, President and Leslie Calhoun, Boss Venture and Consistence Officer, Optivest Riches Administration

About Optivest Riches Administration:

Praising its 30 year commemoration, Optivest Riches Administration has given customized, all encompassing riches administration administrations to people and families since 1987. The aggregate group has over 120 years of joined experience informing and dealing with the accounts with respect to an assorted demographic portfolio. Their engaged thoughtfulness regarding their recognizing customer base permits them to give praiseworthy support of the families and people they serve – separating them from mass market firms.

Established by Stamp Van Mourick, the Optivest Riches Administration group has practical experience in broadened venture administration administrations and backings multi-generational families in the effective administration and duty productive exchange of all parts of their riches.

Notwithstanding Optivest Riches Administration, Optivest has two member organizations, Optivest Speculation Managing an account and Optivest Properties, and an altruistic association, Optivest Establishment. Take in more: www.OptivestInc.com

About Bart Zandbergen:

All inclusive regarded as an expert in budgetary arranging and speculation prompting, Bart Zandbergen helps men and ladies pick up the monetary certainty they fancy. With over 24 years of element experience, Bart is known for his capacity to make techniques that work continuously towards his customer’s objectives. By tuning in to his customer’s needs and needs, Bart can utilize his inside and out involvement and current market learning to help his demographic explore their riches administration travel. He is pleased to be an Accomplice and Senior Riches Consultant at Optivest Riches Administration, and an Enlisted Illustrative of Gramercy Securities, Inc.

Perceived as a trend-setter, Bart is an accomplished open speaker and has earned numerous honors throughout the years for his expert work. His master perspective has been distributed in the New York Times and additionally the Orange District Enlist. A local Californian, Bart is focused on his group and appreciates supporting associations that have any kind of effect. He has invested energy as an educator at the California State College at Long Shoreline and as a previous instructor/instructor for the “Cash Matters” Service of Drift Slopes People group Church.

Today, Bart is profoundly put resources into numerous associations in the place where he grew up of Laguna Shoreline and all through Orange District. A devoted spouse, father, and granddad, Bart grasps culture through his energy for form, wellness and wine. Developing his inclination for fine wine and feasting, Bart finished his elite preparing to wind up distinctly a Confirmed Sommelier and Wine Master and is presently taking a shot at his Own Preparation Accreditation through the National Institute of Games Solution. As a previous model with LA Models, Mark Ability and Shamon Freitas, Bart additionally invests energy as a visitor model and envoy for Orange Region based b.spoke style.

Proficient Accreditations + Honors

– Bachelor’s Degree in Business Organization, California State College at Fullerton

– Certified Money related Organizer , School for Budgetary Arranging in Denver, Colorado

– Certified Separate Money related Examiner

– Series 7 Securities Licensee

– Life/Wellbeing/Handicap Protection Licensee

– Publisher of “The Zandbergen Report”

– Selected as “One of America’s Best Budgetary Organizers”, by the Shoppers’ Exploration Gathering of America

– Recognized as a “5 Star Riches Counsel” for 5 back to back years by Orange Drift Magazine

Way of life + Group Affiliations

– President, Laguna Shoreline Business Club

– President, Laguna Shoreline Branch of the Global Wine and Sustenance Society

– Certified Sommelier, Ensured Master of Wine, and Wine & Spirits Training Trust of Britain Progressed

– Member, Confrerie de la Chaine des Rotisseurs

– Member, Center Club and Leading group of Governors for ClubCorp

– Member, Laguna People group Establishment

– Member, Blessing Council of the Young men and Young ladies Club of Laguna Shoreline

– Member, Monetary Arranging Relationship of Orange Area

– Brand Represetative, b.spoke style

– Contributor, Aristocrat Magazine

Take in more:

www.BartZandbergen.com | www.Facebook.com/BartZandbergenCFP | @BartZandbergen

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