The Zandbergen Report

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

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