Awards and Publications

Bart Zandbergen, CFP is recognized as one of the nation’s top 1% of financial advisors, selected as one of America’s Best Financial Planners, and was recognized as a Five Star Wealth Manager for five years in a row. His expert point of view has been published in the New York Times, Forbes, The Orange County Register, Nobleman Magazine, Mensbook, Modern Luxury, and Riveria.

Awarded Best-in-State Wealth Advisors
2020
As published in FORBES

With almost 3 decades of wealth management experience, Bart Zandbergen, CFP ®, was named to Forbes’ Best-in-State Wealth Advisors list for 2020

Top Ranked Wealth Advisors

Our commitment to service has placed our professionals among the top ranked advisors in the U.S

2023

  • Orange County Business Journal, Companies that Care –The Zandbergen Group
  • RIA Channel, True Wealth Interview –Bart Zandbergen
  • LA Times OC Inspirational Women Honoree –Letitia Berbaum
  • LA Times OC Visionary Honoree –Letitia Berbaum
  • Orange County Business Journal Women in Business Honoree –Letitia Berbaum
  • California State Legislature Women of Achievement Award –Letitia Berbaum
  • Stu News- Ribbon Cutting with Laguna Beach Chamber
  • OCBJ Excellence in Entrepreneurship Honoree- Bart Zandbergen and Letitia Berbaum
  • 5-Star Wealth Manager –Letitia Berbaum

2022

  • Orange County Business Journal Excellence in Entrepreneurship –Bart Zandbergen
  • Orange County Business Journal Excellence in Entrepreneurship –Letitia Berbaum
  • Orange County Business Journal Women in Business –Letitia Berbaum
  • Orange County Business Journal Distinguished Leaders in Wealth Management –Bart Zandbergen
  • Orange County Business Journal Distinguished Leaders in Wealth Management –Letitia Berbaum
  • 5 Star Wealth Manager –Letitia Berbaum
  • Best in State Wealth Advisors –Bart Zandbergen
  • NAWRB Women in Leadership Family Office Winner –Letitia Berbaum

2021

  • Orange County Business Journal – Women in Business Nominee – Letitia Berbaum
  • Orange County Business Journal Excellence in Entrepreneurship Nominee – Bart Zandbergen
  • 5 Star Wealth Manager – Letitia Berbaum
  • Best in State Wealth Advisors – Forbes Magazine – Bart Zandbergen

2020

  • 5 Star Wealth Manager – Letitia Berbaum
  • Top Wealth Advisors in California – Forbes Magazine – Bart Zandbergen

2019

  • 5 Star Wealth Manager – Letitia Berbaum

2018

  • 5 Star Wealth Manager – Letitia Berbaum
  • 5 Star Wealth Manager – Bart Zandbergen

2017

  • NAWRO Visionary Leading Lady – Letitia Berbaum
  • 5 Star Wealth Manger- Letitia Berbaum
  • 5 Star Wealth Manager – Bart Zandbergen

2016

  • 5 Star Wealth Manager – Bart Zandbergen

2015

  • Bart obtains CDFA designation
  • 5 Star Wealth Manager – Bart Zandbergen

2014

  • Top Wealth Managers in Orange County
    Orange Coast Magazine
  • 5 Star Wealth Manager – Bart Zandbergen

2013

5 Star Wealth Manager – Bart Zandbergen

2012

OC Select Wealth Managers – Orange Coast Magazine – Bart Zandbergen

1995

Bart obtains CFP designation