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

Some of the many awards won by the Zandbergen Group sitting on the desk of their front office in Southern California

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

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
  • 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

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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.