LAGUNA BEACH, Calif., July 15, 2021 /PRNewswire/ — Letitia Berbaum is proud to be a female business owner and a founding partner at The Zandbergen Group – a wealth management firm whose philosophy centers on “true wealth.” The Zandbergen Group is led by Founder and CEO Bart Zandbergen with Letitia Berbaum as COO and wealth advisor. Sandi Killingback serves as the Director of Client Experience while Danielle Ouellette serves as the firm’s Director of Operations. As Chief Operating Officer of The Zandbergen Group, Letitia specializes in wealth management, asset transfer strategies for high net worth individuals and multi-generational families, and full-service strategic planning for business owners – from those seeking an entrepreneurial framework to those exploring an exit plan. Letitia has been recognized as an outstanding wealth manager in several publications and has been named as an Orange County Five-Star Wealth Manager for five consecutive years. She has earned the Accredited Investment Fiduciary® (AIF®) designation and holds both Series 7 and 66 securities registrations as well as Long Term Care Insurance, Life & Health, and Insurance licenses.
“I’m passionate about serving our clientele through tailor-made support, so they can achieve true wealth and be financially fit.” –Letitia Berbaum, COO, The Zandbergen Group
About The Zandbergen Group:
The Zandbergen Group offers sophisticated financial planning and investment solutions that are specifically aligned with their client’s interests and goals. The firm offers wealth management, family office support, estate and legacy planning, retirement planning, tax planning, insurance planning, and divorce financial planning. Collectively, The Zandbergen Group is dedicated to helping clients discover true wealth. Located at 32322 South Coast Hwy, Suite D, Laguna Beach, California.
NO OFFER OR SOLICITATION: The contents of this press release: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering. The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Investment Advisory Services offered through Axxcess Wealth Management, LLC. Securities offered through Tessera Capital Partners, LLC. Member FINRA, SIPC. The Zandbergen Group, Inc., Tessera Capital Partners, LLC nor Axxcess Wealth Management, LLC are affiliated. Axxcess and Tessera do not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital Partners, LLC, Member FINRA, SIPC.
Contact: Paula Steurer
Sterling Public Relations
Direct: 949. 200. 6566
SOURCE Letitia Berbaum