Shoutout SOCAL

We had the good fortune of connecting with Bart Zandbergen, CFP and we’ve shared our conversation below.

Hi Bart, we’d love to hear more about how you thought about starting your own business?
After nearly 30 years in the wealth management industry, I decided that the next best way I could truly serve my clientele was by starting my own practice. Through The Zandbergen Group, I am now able to offer True Wealth planning which allows me to help clients discover things money can’t buy and death can’t takeaway. As the leader of my own firm, I am able to highly customize the level of service I provide my clients with without constraints from a parent company. This has added tremendous value and strengthened the relationships I have with my clients.

What should our readers know about your business?
I’m most excited about our brand new state-of-the-art, highly custom office being open in Laguna Beach so we can effectively serve our clients. It is a dream realized and an opportunity to assist men and women in pursuit of financial freedom. As every entrepreneur knows, there is nothing easy about starting your own company. The key to navigating it and bringing it to life requires persistence, honesty, transparency, and listening more than speaking.

Read the full article here

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March 2023


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