Bart Zandbergen Featured on RIA Channel Podcast

Laguna Beach, CA:  The RIA Channel Podcast recently featured an episode with Bart Zandbergen, who has over three decades of experience as a wealth advisor. During the interview, Bart shared his candid thoughts on wealth creation and development. His personal and professional life experiences have shaped his belief that wealth is more than money deep.  His philosophy centers on what he calls “True Wealth,” which is where an ecosystem that includes financial means alongside other elements such as health, legacy, family, and friends are curated in a way that creates fulfillment.
 
Bart shares, “For example, accumulating wealth may not be satisfying if it comes at the expense of health or family. In fact, much of the accumulated wealth at that point may be spent in an attempt to restore health that has deteriorated while taking away from family matters.” As an advisor, he aims to see clients at every age and stage of life develop financial habits that are a result of choices tailored to support their long-term goals. Watch the full interview here.
 
Bart Zandbergen has devoted his career to helping his clientele achieve “True Wealth,” through highly personalized wealth building strategies. His expertise has been seen in the The New York Times, Riviera Magazine, MensBook, Nobleman, Five Star Wealth Professional and Top Wealth Advisors in California as published in Forbes.
 
 
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’s suite of services includes wealth management, family office support, estate, and legacy planning, retirement planning, tax planning, insurance planning, and divorce financial planning. Founded in 2020, The Zandbergen Group helps clients “Discover True Wealth.” Bart Zandbergen holds his CFP designation as well as his Life/Health/Disability Insurance license and is a Certified Divorce Financial Analyst. Now in its sixth year of production, Bart is also the podcast host behind The Zandbergen Report. His podcast show features commentary on the world of finance and investments as well as interviews with some of Orange County’s hottest entrepreneurs, philanthropic leaders, and industry innovators. The Zandbergen Group is located at 32322 South Coast, Hwy, Laguna Beach, California, 92651
 
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 Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does 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, and rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE.
 

Learn more: ZandbergenGroup.com

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