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

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