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Optimized Wealth Strategies

Scott Heinila RICP®, CLTC®

Senior Wealth Advisor
scott@optimizedwealthstrategies.com
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Nick Bernatowicz RICP®, CLTC®

Retirement Income and CLTC Specialist
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Danielle Ramchandani

Director of Operations
danielle@optimizedwealthstrategies.com
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The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242. Letitia S. Berbaum, CA Insurance License #OH19537. Zandbergen Group, LLC is a DBA of Axxcess Wealth Management, LLC (“Axxcess”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure.

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