Bart Zandbergen

Bart Zandbergen is an esteemed Certified Financial Planner® and the Founder and CEO of The Zandbergen Group. With almost three decades of advising clients in wealth management, he is a nationally recognized authority in financial planning and investment advising as well as a Certified Divorce Financial Advisor®. Bart has devoted his career to guiding clients to live a life full of purpose and financial freedom through personalized financial planning.

Bart Zandbergen

Chris Gialanella of Modern Luxury Talks Emerging from COVID and the Future of Publishing

Host Bart Zandbergen was joined in the studio by repeat guest, Chris Gialanella of Modern Luxury. As the Group Publisher for the companies’ Southern California magazines including Angeleno, Riviera Magazine, Modern Luxury Palm Springs and Modern Luxury San Diego, Chris helps brands and public figures connect in meaningful ways through advertising relationships. Having spent over …

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Four Good Ways to Protect Your Assets During Divorce

High net worth couples tend to face several unique and specific issues during a divorce. Last month, I wrote about the divorce team you need for your high net worth divorce; this month, we’re talking about how to best protect your assets and preserve your wealth.   Before we dive in, the first thing you …

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Cryptocurrency in 2021 – Myths, Risks and More

Host Bart Zandbergen was joined in the studio by Ben McMillan, Founder of RG Alts, LP, who serves as the Portfolio Manager of the RG Aurum+ Fund, and Ben Jacobson, Managing Director of IDX Insights. In this episode, the trio discuss all things cryptocurrency, bitcoin and blockchain. From investing insights to myths and beyond, Bart …

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Investment Advice for Women in Transition

According to AARP, almost two-thirds of women between the ages of 40 and 79 have experienced a significant financial transition (source). These transitions typically include things like divorce, widowhood, or retirement. Life transitions can be very unsettling, whether expected or unexpected and create emotional challenges and financial challenges for women. Men face these transitions, too, …

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Retirement Income Planning – What You Need to Know in 2021

Host Bart Zandbergen was joined in the studio Scott Heinila and Nick Bernatowicz of Producers Choice Network. The duo are strategic partners of The Zandbergen Group. During this episode, Bart and his esteemed guests discuss retirement income and why it is essential. Studies show that people spend more time each year planning a one week …

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Estate Planning Changes – What You Need to Know in 2021

Host Bart Zandbergen was joined in the studio by Nicole Anderson of Anderson Law Group. Anderson Law Group is a boutique law firm in Laguna Beach that practices exclusively in estate planning and business law. Nicole Anderson, J.D, LL.M., is the founding attorney of Anderson Law Group. She specializes in advanced estate planning and business …

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GameStop: What happened and possible legal consequences.

Host Bart Zandbergen was joined in the studio by Andy and Katie Cherkasky of Golden Law, Inc to discuss the recent GameStop trading fiasco. The dynamic duo are the owners of a prestigious law firm in Orange County, California that focuses on complex federal litigation, including some of the nation’s most serious criminal and civil …

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Immediate Actions to Take if You Acquire Sudden Wealth

Are you prepared for what to do if you acquire sudden wealth?  Selling your company, benefiting from an IPO, inheriting a large sum of money, winning a lawsuit, or receiving a lump sum from a divorce are all events we call ‘sudden wealth’. Unfortunately, many people are not prepared for the stress sudden wealth brings …

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Emotions and Finances – Tips to Stay Balanced from a Clinical Hypnotherapist

Host Bart Zandbergen was joined in the studio by Janene Verabian, a Clinical Hypnotherapist and Relationship Expert. Janene specializes in past trauma healing through Clinical Hypnotherapy and Relationship coaching where she has earned a reputation for results. She has dedicated the last 20 years of her career to helping clients move through their trauma so …

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The Divorce Team You Need To Protect Your High Net Worth

Divorce is a complex process that affects just about every aspect of your life, from financial to emotional, physical to legal. For affluent couples with ultra-high net worth, the complexity is high, and the stakes are even higher. You will be making some of the most difficult and important financial decisions of your life during …

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