With almost three decades of dedication and service, Bart Zandbergen is an esteemed Certified Financial Planner™, Certified Divorce Financial Analyst®, and Founder and CEO at The Zandbergen Group. As a nationally recognized authority in financial planning and investment advising, he has devoted his career to guiding clients with diverse portfolios through building, managing and carefully fostering
overall True Wealth. Prior to founding The Zandbergen Group, Bart was a Senior Wealth Advisor at Optivest Wealth Management and spent 25 years as a Certified Financial Planner™ and Registered Investment Advisor for Financial Management Network, Inc. Bart holds a FINRA Series 7 license as well as a Life/Health/Disability Insurance license and is a Certified Divorce Financial Analyst®. His integrity, laser-sharp focus, and skill at guiding his clients’ financial future led to him being named to Forbes’ Best-in-State Wealth Advisors list for 2020. He was also selected as one of America’s Best Financial Planners, according to the Consumers’ Research Council of America, and has been recognized as a Five Star Wealth Manager five years in a row by Orange Coast Magazine. Bart is also is an accomplished public speaker; his expert point of view has been published in the New York Times, NOBLEMAN Magazine, Agent Inc., and the Orange County Register. As a well-respected and active member of his community, Bart is a fitness enthusiast who enjoys surfing and has a penchant for fine wine and dining; he is a member of Confrérie de la Chaîne des Rôtisseurs, an exclusive wine and food organization. Following his passion for wine, Bart completed his wine training through the Wine & Spirits Education Trust of England and is a Certified Sommelier, as well as a Certified Specialist in wine. He is passionate about philanthropy and is the Founder of Kindness Kures, an organization that brings visibility and funding to anti-bullying nonprofits. Bart is a member of the Financial Planning Association of Orange County and is also a long-standing active member of the Center Club Cares steering committee. He is on the Board of Governors for ClubCorp and is an active participant of the Culinary Group at Center Club Orange County. Securities offered through Tessera Capital Partners, LLC. The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC an SEC Registered Investment Advisor with the SEC.
