Bart A. Zandbergen, CFP®

Founder, CEO

With over three decades of dedication and service, Bart A. Zandbergen is an esteemed Certified Financial Planner® and the Founder and CEO of The Zandbergen Group. As a nationally recognized authority in financial planning and investment advising, as well as a Certified Divorce Financial Advisor®, he has devoted his career to guiding clients to a life full of purpose and financial freedom through personalized financial planning.

Bart invested the first 25 years of his career as a Certified Financial Planner® and Registered Investment Advisor for Financial Management Network, Inc. (FMN). He then joined Optivest, Inc. as a Senior Wealth Advisor before deciding to launch The Zandbergen Group in 2020. Bart holds a Life/Health/Disability Insurance license and is a Certified Divorce Financial Analyst®.

His integrity, laser sharp focus and skill at guiding his clientele’s financial future led to him being recognized as one of the nation’s top 1% of financial advisors, according to Forbes Magazine. He has also been selected as one of America’s Best Financial Planners, according to the Consumers’ Research Council of America, and was recognized as a Five Star Wealth manager for five years in a row by Orange Coast Magazine. Bart is also an accomplished public speaker; his expert point of view has been published in The New York Times, Forbes, The Orange County Register, Nobleman Magazine, Mensbook, Modern Luxury, Wellbeing Magazine, and Riviera.


As a well-respected and active member of his community, Bart currently serves as President of the Laguna Beach branch of the International Wine and Food Society. He is a member of the Financial Planning Association of Orange County and The International Association of Advisors in Philanthropy. Additionally, Bart founded a non-profit campaign in 2019 called Kindness Kures, which is an anti-bullying movement designed to empower youth.

Bart lives in Laguna Beach with his wife, Tina, and daughter, Tehani. He also has two grown children as well as two granddaughters, Lily, and Wilder as well as a grandson, Oliver. Aside from spending time with his family, Bart is a fitness enthusiast who enjoys surfing and has a passion for fine wine and dining. He is a member of Confrérie de la Chaîne des Rôtisseurs, an exclusive wine and food organization, and is a Certified Sommelier. Bart completed his sommelier training through the Wine & Spirits Education Trust of England and enjoys traveling to various vineyards in Central California.

Learn more about Bart

Visit Bart’s Personal Site