NEWPORT BEACH, CA, December 08, 2016 /24-7PressRelease/
-- Orange County's Premier Boutique Wealth Management Firm, Optivest Wealth Management, is celebrating its 30 Year Anniversary by bringing industry innovator Bart Zandbergen aboard as Partner. Recognizing an opportunity to elevate the level of service for his clientele, and after careful consideration, Bart has chosen to transition to Optivest Wealth Management after 25 incredible years with Financial Management Network, Inc. (FMN). Grateful for the relationships he has cultivated during his tenure with FMN, Bart looks forward with much anticipation to the next chapter of his journey as he curates enhanced strategies and opportunities for his clientele. With its headquarters in Dana Point, California, Optivest Wealth Management looks forward to its new generation of growth through Bart's leadership and vision.
"Progressing the opportunities for my devoted clientele through change, I am looking forward to this exciting new chapter as Partner and Senior Wealth Advisor at Optivest Wealth Management. I have a profound respect for the firm's leadership and financial acumen, which I have been acquainted with for more than two decades. I look forward to 2017 with this transition into the New Year." - Bart Zandbergen, Partner and Senior Wealth Advisor, Optivest Wealth Management
"We are honored to welcome Bart Zandbergen to our team of distinguished professionals. Having known Bart for over 20 years, we have a collective respect for his impeccable integrity, discipline and wisdom." -Mark Van Mourick, CEO and Leslie Calhoun, Chief Investment and Compliance Officer, Optivest Wealth Management
About Optivest Wealth Management:
Celebrating its 30 year anniversary, Optivest Wealth Management has provided personalized, holistic wealth management services to individuals and families since 1987. The collective team has more than 120 years of combined experience advising and managing the finances of a diverse clientele portfolio. Their focused attention to their discerning clientele allows them to provide exemplary service to the families and individuals they serve - setting them apart from mass market firms.
Founded by Mark Van Mourick, the Optivest Wealth Management team specializes in diversified investment management services and supports multi-generational families in the successful management and tax efficient transfer of all aspects of their wealth.
In addition to Optivest Wealth Management, Optivest has two affiliate companies, Optivest Investment Banking and Optivest Properties, as well as a philanthropic organization, Optivest Foundation. Learn more: www.OptivestInc.com
About Bart Zandbergen:
Globally respected as an authority in financial planning and investment advising, Bart Zandbergen helps men and women gain the financial confidence they desire. With more than 24 years of dynamic experience, Bart is known for his ability to create strategies that work progressively towards his client's goals. By listening to his client's needs and wants, Bart is able to use his in depth experience and current market knowledge to help his clientele navigate their wealth management journey. He is proud to be a Partner and Senior Wealth Advisor at Optivest Wealth Management, as well as a Registered Representative of Gramercy Securities, Inc.
Recognized as an innovator, Bart is an experienced public speaker and has earned many accolades over the years for his professional work. His expert point of view has been published in the New York Times as well as the Orange County Register. A native Californian, Bart is committed to his community and enjoys supporting organizations that make a difference. He has spent time as an instructor at the California State University at Long Beach and as a former counselor/teacher for the "Money Matters" Ministry of Coast Hills Community Church.
Today, Bart is deeply invested in many organizations in his hometown of Laguna Beach and throughout Orange County. A dedicated husband, father, and grandfather, Bart embraces culture through his passion for fashion, fitness and wine. Cultivating his penchant for fine wine and dining, Bart completed his exclusive training to become a Certified Sommelier and Wine Specialist and is currently working on his Personal Training Certification through the National Academy of Sports Medicine. As a former model with LA Models, Brand Talent and Shamon Freitas, Bart also spends time as a guest model and ambassador for Orange County based b.spoke style.
Professional Credentials + Awards
- Bachelor's Degree in Business Administration, California State University at Fullerton
- Certified Financial Planner , College for Financial Planning in Denver, Colorado
- Certified Divorce Financial Analyst
- Series 7 Securities Licensee
- Life/Health/Disability Insurance Licensee
- Publisher of "The Zandbergen Report"
- Selected as "One of America's Best Financial Planners", by the Consumers' Research Council of America
- Recognized as a "5 Star Wealth Advisor" for 5 consecutive years by Orange Coast Magazine
Lifestyle + Community Affiliations
- President, Laguna Beach Business Club
- President, Laguna Beach Branch of the International Wine and Food Society
- Certified Sommelier, Certified Specialist of Wine, and Wine & Spirits Education Trust of England- Advanced
- Member, Confrerie de la Chaine des Rotisseurs
- Member, Center Club and Board of Governors for ClubCorp
- Member, Laguna Community Foundation
- Member, Endowment Committee of the Boys and Girls Club of Laguna Beach
- Member, Financial Planning Association of Orange County
- Brand Ambassador, b.spoke style
- Contributor, Nobleman Magazine