The Zandbergen Report

Meet Mark Van Mourick, Founding Partner Optivest Wealth Management

Mark is the Founding Partner of Optivest Wealth Management and has managed the investment portfolios of several of the nation’s wealthiest families. Mark established Optivest in 1987 and has grown the firm’s managed portfolios to about 40 highly successful families through building strategic, diversified portfolios for his clients targeting low volatility and consistent growth.

Mark has four decades of experience as a Money Manager and Registered Investment Advisor. Prior to opening his own firm, he was one of the youngest Senior Vice Presidents and Partners at Smith Barney. Mark leads Optivest by example, defining common corporate goals focused on integrity in all aspects of the business, excellent client satisfaction and an environment of high moral consciousness and generosity.

In addition to his expertise in stocks and finance, Mark has extensive experience in business and real estate. He co-founded a national REIT and took it public on the New York Stock Exchange. He is also the author of Cash Out, Cash In – The After Success Investment Guide as well as an experienced investor in a wide variety of investment vehicles including private equity, hedge funds and venture capitals. Mark founded the Orange County Exit Planning Roundtable that includes a team of experienced advisors in the specialty disciplines necessary to guide entrepreneurs preparing to sell their business.

Mark is a member of Tiger 21, CEG Worldwide and a graduate of the Institute of Preparing Heirs^®specializing in successful wealth transfer to heirs of affluent families. Mark holds various FINRA licenses including FINRA Series 7, Series 63 and Series 24, is a graduate of the University of Southern California with dual Bachelor of Arts Degrees in International Finance and Business Management. He serves on the executive boards of numerous public and private entities and is an active speaker.

Mark is passionate about legacy planning and heir preparation, and often finds a great fit with those guided by faith seeking to impact others with generous giving. Further, Mark has decades of experience in advanced planning for wealth enhancement, wealth transfer, wealth protection and charitable giving.

In addition to his business achievements, Mark is Founder and President of The Optivest Foundation, which donates hundreds of thousands of dollars every year to Christian ministries focused on improving the lives of children and families. Under Mark’s direction, Optivest Wealth Management, Optivest Properties and Optivest Investment Banking donate 10% of gross annual revenue to charities around the world. He is passionate about cultivating generous giving habits by encouraging clients to pursue philanthropic endeavors that bring them joy, independently or through the vehicle of a personal or family foundation.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Wealth Advisor Letitia Berbaum was joined in the studio by entrepreneur Jim O'Sullivan recently to discuss a variety of business endeavors and lessons learned. 

When Jim was asked what his greatest strength is, he answered "my wife" without missing a beat. When we asked Jim what his greatest weakness is he stated rather enthusiastically "chocolate".

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Bart and Letitia were back in the studio for a second episode of "What keeps you up at night?". In this episode, Letitia addresses questions that you are afraid to ask and discusses tried and true best practices for how to plan for financial success as a couple. Couples all have different philosophies on how they would like to split money and investments, however it all starts with a plan. Having the right plan in place can help ensure your financial health, security and future wealth building for all involved. Meeting with your wealth advisor and partner is the first step in setting up your plan. In this meeting, here are a few things Letitia advises:

1. Be Honest. The more open and honest with your partner and advisor you can be, the better it will be for successful planning.

2. Discuss Budgets. This is another critical component of the planning process.

3. Develop Long Term Savings Plans and Goals. It's important to be working towards these long term savings goals - always!

Listen to the episode to learn more!

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Like a lion…Investors roared into 2018.

During the first week of the first quarter of the New Year, the Dow Jones Industrial Average rose above 25,000 for the first time ever. Less than two weeks later, it closed above 26,000. The Standard & Poor’s (S&P) 500 Index and NASDAQ Composite also reached new all-time highs.

Strong performance was supported by strong fundamentals. In December 2017, Mohamed A. El-Erian wrote in BloombergView economic and policy fundamentals, including synchronized global recovery, progress on U.S. tax reform, improved certainty around Brexit, and orderly acceptance of changing U.S. monetary policy, “…reinforce the prospects for better actual and future growth, thereby increasing the possibility of improved fundamentals validating notably elevated asset prices.”

Listen in as Bart and Letitia talk about the latest happenings in the market and investing 101.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Nicole Anderson, J.D, LL.M, founding attorney of Anderson Law Group, Inc., practices exclusively in the area of estate planning and business law. 

She specializes in advanced estate and business planning, asset protection, business transactions, probate, trust administration, charitable and income tax planning. She received her Bachelor of Arts in International Political Economy from The Colorado College with a minor in German. While pursuing her undergraduate degree, Nicole attended the London School of Economics for one year studying economics and international law. Following her undergraduate education, Nicole received her J.D. from Wayne State University Law School in Michigan. In order to better serve her clients with estate and tax planning, Nicole received her L.L.M. (Masters of Law) with an emphasis in taxation from Chapman University School of Law. Nicole utilizes her experience and background to help families design and implement their estate and tax planning.

Before founding Anderson Law Group, Nicole clerked for the United States Attorney in Detroit, Michigan. She gained further experience as a law clerk for the Honorable Judge Gadola, Federal Judge of the Sixth Circuit, and as a law clerk for Cline, Cline & Griffin in Michigan. After obtaining her law license in California, Nicole served as a partner at the Law Offices of Anderson & Le in Orange County before founding Anderson Law Group in Laguna Beach, California.

Nicole’s professional affiliations include: WealthCounsel, the nation’s premier association of estate planning attorneys; Orange County Bar Association, State Bar of California; National Association of Women Business Owners; Laguna Beach Business Club (President 2013, 2014, Vice President 2011, 2012); Laguna Beach Community Foundation Professional Alliance (Co-Chair) and the Laguna Beach Professional Alliance (Co-Founder).

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Our guest Lonnie Seide, attorney at Minyard Morris, LLP shared great advice with us in the studio. Straight talk from an industry expert made for a great show. Listen to our podcast and share your thoughts, comments and questions with us!

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.

 Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

 Learn more about Bart by visiting www.BartZandbergen.com

RTC MORTGAGE CORPORATION is owned and operated by Laguna Beach President Richard T. Cirelli, a mortgage industry veteran with over 40 years of experience. Throughout his career, Rick has held executive positions with some of the country’s largest and most respected mortgage banking companies.

As a Regional and National Sales Manager, he has trained and educated thousands of loan officers and mortgage brokers.

Since founding his own company, Rick has built a strong reputation as a highly professional and knowledgeable mortgage broker committed to the highest principles and outstanding customer service. RTC Mortgage concentrates on serving the needs of real estate professionals, homebuilders, individual homebuyers and owners in Orange County and throughout California.

RTC Mortgage is an independently owned, full-service mortgage brokerage licensed by the California Bureau of Real Estate & NMLS with a staff of outstanding mortgage professionals working to provide the best in personal service.

RTC Mortgage Corporation finances all types of residential and commercial real estate including reverse mortgages. Funding is provided through a multitude of wholesale lenders offering a vast array of mortgage products.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Adrian was 19 years old when he started he's pursuit in the Real Estate Industry. Adrian started off as an assistant to the broker/owner of Intero Real Estate Services in Rancho Cucamonga. Within 6 months of being an assistant Adrian quickly made the transition into Real Estate Sales and by March of 2012 Adrian received his California Real Estate License. Adrian comes from a background of family members who have been very successful in the Real Estate Industry, which is no wonder why this business came very natural to this young man.

Within the first year of being a Real Estate Professional Adrian was awarded Rookie of Year helping a total of 9 people successful buy a home along the Foothills of Fontana, CA. In 2014 Adrian had doubled his production and tripled his average sales price. He's business was moving west towards Upland and Claremont, CA where he began to study the High End Luxury Market. At the end of 2015 Adrian successfully closed 32 transactions at $16.5 million dollars in volume making his way into the High End Market. Adrian broke an all time record at his brokerage however more importantly he provided value well helping his clients sell and purchase their Dream Homes.

In 2016 Adrian and his fiancé made the decision to move markets and open an Intero Real Estate office In South Orange County, California. Adrian currently still loves helping clients sell and purchase Real Estate along with training and helping other Real Estate Agents build successful careers. Adrian has build his businesses around these words ... " Help as many people as possible achieve their Dreams and yours will naturally be created”.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Letitia Berbaum finds great purpose and fulfillment in her chosen career, dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan. Often referred to as the “voice of reason”, Letitia enjoys educating clients on the tools and resources that can be implemented to work towards a rewarding outcome and long-term benefits.  Being able to empower others with essential insight for making educated decisions that directly impact their future and progressively work towards their goals is priceless.

Prior to joining the award winning team at Optivest Wealth Management, Letitia served as a Financial Advisor at LPL Financial and Wells Fargo. During her tenure in her previous roles, she developed a multi-faceted skillset that adds value and strength to her role today within Optivest. 

A graduate from California State University, Fullerton with a B.S. in Business Administration and a concentration in Finance, she is also an active member of local and philanthropic communities. She currently serves on the Council of the Orange County United Way Emerging Leaders and is a member of the Orange County United Way Women’s Leadership Council in addition to supporting causes such as cancer research, children’s education and local poverty. Letitia has earned her AIF designation and holds both Series 7 and 66 securities registrations, as well as Long Term Care Insurance, Life & Health, and Insurance licenses. A proud mother of two, in her free time she enjoys spending time with her husband and kids while exploring new places via travel.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

With more than 25 years of dedication and service, Bart Zandbergen is an esteemed Certified Financial Planner and Wealth Strategist. Globally respected as an authority in financial planning and investment advising, he has devoted his career to guiding men and women with diverse portfolios through building, managing and carefully fostering overall financial health. His service first approach and methodical attention to detail has allowed him to play a pivotal role as a trusted advisor to his clientele, team and industry peers throughout nearly three decades of market ebbs and flows. Purpose driven strategies and a forward thinking philosophy have been integral components that Bart has relied on to guide those around him on their road to financial wellbeing and legacy development.

An astute listener, Bart values understanding the wants and needs of his clientele so he can provide customized solutions that work progressively towards the overall goals. Proud to be Partner and Senior Wealth Advisor at Optivest Wealth Management, as well as a Registered Representative of Gramercy Securities, Inc., Bart also is an accomplished public speaker. Earning many accolades throughout the years for his work, his expert point of view has been published in the New York Times, NOBLEMAN Magazine, Agent Inc., and the Orange County Register. His relentless commitment to the evolution of his industry and the up and coming professionals around him is fueled by his discipline driven approach to success which has served as his “True North” over the years.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com