Bart Zandbergen is an esteemed Certified Financial Planner® and the Founder and CEO of The Zandbergen Group. With almost three decades of advising clients in wealth management, he is a nationally recognized authority in financial planning and investment advising as well as a Certified Divorce Financial Advisor®. Bart has devoted his career to guiding clients to live a life full of purpose and financial freedom through personalized financial planning.
Letitia Berbaum is Wealth Advisor and COO of The Zandbergen Group and is dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan.
Driven, determined and hardworking, Danielle’s experience in both luxury real estate and mortgage have proven to be an invaluable asset in wealth management. A South County native who currently calls Laguna Beach home, she transitioned into the field of luxury residential real estate after receiving a Master’s in Public Administration in 2012.
Sandi has been working with Bart and his team since 2018. At The Zandbergen Group, Sandi nurtures and takes excellent care of our client relationships and supports the onboarding of new clients. Sandi is a talented innovator who works with our Operations team to enhance the services that we offer to clients and makes sure we maintain excellent communication with our clients.
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.