Bart is a Partner and Senior Wealth Advisor at Optivest Wealth Management. Bart is passionate about helping clients realize their financial goals and dreams through integrity, focus, and genuine caring for their well-being.
Prior to joining Optivest, Bart spent 25 years as a Certified Financial Planner™ and Registered Investment Advisor for Financial Management Network, Inc. (FMN). His integrity and skill at guiding his clients’ financial future led to him being selected as one of America’s Best Financial Planners, according to the Consumers’ Research Council of America, and a 5 Star Wealth Advisor* (Bart was recognized for the past 5 years) in Orange Coast Magazine.
Bart holds a series 7 (General Securities Representative) Securities license as well as a Life/Health/Disability Insurance license. He obtained his CFP® certification from the College for Financial Planning in Denver, Colorado and has received his Certified Divorce Financial Analyst Certificate.
Business Hours are:
Monday - Friday: 9:00a.m. - 5:00p.m.
For more information please visit our website at http://bartzandbergen.com/, or contact us at 949-388-7230. Thanks!