The Zandbergen Report

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

Leisure Society Eyewear Designer and Founder Shane Baum of Baumvision joined us in the studio! Shane is a member of the prestigious CFDA (Council Fashion Designers of America) and some of his CDFA reputable designer peers include Tom Ford, Calvin Klein, Donna Karen, Marc Jacobs to name a few. Shane has been in the eyewear industry for over 20 years and formerly designed for Louis Vuitton. Leisure Society Eyewear is all hand made in Japan and made from 100% titanium and plated in 12k, 18k, or 24k gold. 

About Leisure Society: Leisure Society by Shane Baum is an American luxury company designed for those who truly enjoy life’s greatest pleasures. Each piece has a timeless aesthetic constructed with the principle of heirloom design and quality, to create product that will last forever.  http://leisure-society.co 

About Baumvision: Baumvision is an eyewear design, manufacturing and distribution company whose clients include Paul Frank Industries, Modern Amusement, Shipley & Halmos, Kilsgaard and newest collaboration Rebecca Minkoff. Baumvision has exclusive European distribution partnerships with both MOSCOT and Barton Perreira.

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