Bart A. Zandbergen,  CFP<sup>&reg;</sup> - Financial Advisor

Bart A. Zandbergen, CFP®

Optivest Wealth Management

24901 Dana Point Harbor Drive, Suite 200
Dana Point, CA 92629
FINANCIAL ADVISOR'S WEBSITE
(949) 363-8686 CONNECT WITH Bart
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General

Bart Zandbergen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Optivest Wealth Management in Dana Point, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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