Early on in my career, I worked in the computer industry; I was on a successful career track, but I felt unfulfilled. I woke up one morning and realized I wanted something more. I wanted to create real impact and real change for people, which made me painfully aware that to do so, I would need to leave my career path in the computer business, which had been very lucrative.

The following year I spent carefully considering what to do, how to do it, and soliciting guidance from trusted counsel, including my own financial advisor. He suggested I consider a career in wealth advising, and once again, several months later, I had a moment. I awoke at 2:00 am on the dot one morning and had total clarity that changing lives was my true calling, and I decided to pursue that through financial advising and wealth management.

Leaving computer system sales, a great career, and starting a new job with no salary was one of the scariest moments of my life, but also one of the most fulfilling.

Looking back, it was one of the best decisions of my life. Helping people reach their financial goals is not only fulfilling but my life’s purpose. The notes, letters, and thank yous from clients are irreplaceable. My clients are an extension of my family, and as such, so are their family gatherings, business openings, holiday parties, and celebrations we attend together.

Everything I do is built on the concept of aligning your vision and values with your wealth plan through customized, comprehensive financial planning so that you can live your best life and create a lifelong legacy. I treasure the confidence and trust my clients have in me and will continue to work tirelessly to give you the distinct client experience you have come to know and love.

My Bio

With over 3 decades of dedication and service, Bart A. Zandbergen is an esteemed Certified Financial Planner® and 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.

Before launching The Zandbergen Group, he was a Senior Wealth Advisor at Optivest, Inc., and prior to that Bart spent 25 years as a Certified Financial Planner® and Registered Investment Advisor for Financial Management Network, Inc. (FMN).

His integrity, laser-sharp focus, and skill at guiding his clients’ 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 is 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, and Riveria.

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, the Financial Planning Association of Orange County, and The International Association of Advisors in Philanthropy. He serves on the Board of Governors for Center Club Orange County, is a member of Center Club Cares, and a member of their Culinary Committee. Bart is also the Founder of Kindness Kures, an anti-bullying movement.

Bart lives in Laguna Beach with his wife, Tina, and daughter, Tehani. He also has two grown children as well as a granddaughter, Lily, and a grandson, Oliver. Aside from spending time with his family, 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.