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.
Top Ranked Wealth Advisors
Our commitment to service has placed our professionals among the top ranked advisors in the U.S
2024
- Advisor Hub – Top Advisors to Watch in 2024 Bart Zandbergen
- Best in State Wealth Advisors –Bart Zandbergen
- OCBJ Excellence in Entrepreneurship Honoree- Bart Zandbergen
2023
- 20+ Pro Bono Hours, CFP Board – Bart Zandbergen
- Orange County Business Journal, Companies that Care –The Zandbergen Group
- RIA Channel, True Wealth Interview –Bart Zandbergen
- Stu News- Ribbon Cutting with Laguna Beach Chamber
- OCBJ Excellence in Entrepreneurship Honoree- Bart Zandbergen
2022
- Orange County Business Journal Excellence in Entrepreneurship –Bart Zandbergen
- Orange County Business Journal Distinguished Leaders in Wealth Management –Bart Zandbergen
- Best in State Wealth Advisors –Bart Zandbergen
2021
- Orange County Business Journal Excellence in Entrepreneurship Nominee – Bart Zandbergen
- Best in State Wealth Advisors – Forbes Magazine – Bart Zandbergen
2020
- Top Wealth Advisors in California – Forbes Magazine – Bart Zandbergen
2018
- 5 Star Wealth Manager – Bart Zandbergen
2017
- 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