Optivest Wealth Management Announces Celebratory Open House
Celebrating its 30th Anniversary and the partnership between Certified Financial Planner and Wealth Advisor Bart Zandbergen, Optivest Wealth Management will be hosting an Open House January 31st, from 4-7pm
ORANGE COUNTY, Calif., Jan. 26, 2017 /PRNewswire/ -- Open to the prospective clients and current clientele alike, Orange County's premier boutique wealth management firm, Optivest Wealth Management, will host an Open House reception at their headquarters in Dana Point, California. The honorary event will celebrate a great milestone for the brand, while ushering in a new decade with the latest addition to their team, Partner and Senior Wealth Advisor Bart Zandbergen. Collectively, the team looks forward to welcoming Zandbergen's clientele to the Optivest family while toasting to the bright New Year, rich with possibility. RSVP's for attendance are requested and may be emailed to [email protected].
About Optivest Wealth Management:
Celebrating its 30 year anniversary, Optivest Wealth Management has provided personalized, holistic wealth management services to individuals and families since 1987. The collective team has more than 120 years of combined experience advising and managing the finances of a diverse clientele portfolio. Their focused attention to their discerning clientele allows them to provide exemplary service to the families and individuals they serve - setting them apart from mass market firms.
Founded by Mark Van Mourick, the Optivest Wealth Management team specializes in diversified investment management services and supports multi-generational families in the successful management and tax efficient transfer of all aspects of their wealth. In addition to Optivest Wealth Management, Optivest has two affiliate companies, Optivest Investment Banking and Optivest Properties, as well as a philanthropic organization, Optivest Foundation. Learn more: www.OptivestInc.com
About Bart Zandbergen:
Globally respected as an authority in financial planning and investment advising, Bart Zandbergen helps men and women gain the financial confidence they desire. With more than 25 years of dynamic experience, Bart is known for his ability to create strategies that work progressively towards his client's goals. By listening to his client's needs and wants, Bart is able to use his in depth experience and current market knowledge to help his clientele navigate their wealth management journey. He is proud to be a Partner and Senior Wealth Advisor at Optivest Wealth Management, as well as a Registered Representative of Gramercy Securities, Inc.
Learn more: www.BartZandbergen.com | www.Facebook.com/BartZandbergenCFP | @BartZandbergen
Contact:
Sterling Public Relations
Paula Steurer
949-200-6566
[email protected]
SOURCE Optivest Wealth Management
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