Letitia Berbaum Celebrates Role as COO and Wealth Advisor at The Zandbergen Group
The Zandbergen Group – a wealth management firm whose philosophy centers on “True Wealth,” recently celebrated its one-year anniversary. Thinking globally and acting locally, the firm’s co-founder Letitia is known for her community connection, supporting organizations like Community Roots, United Way, and the USA Olympic Volleyball team, where she currently serves as a Member of the Finance & Budget (FB) Committee.
An esteemed member of the Forbes Business Council, 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.
“I’m passionate about serving our clientele through tailor-made support, so they can achieve True Wealth and be financially fit,” said Letitia.
Recently named as an honoree in the Orange County Business Journal’s Women in Business Awards, Letitia 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.
The Zandbergen Group, located in Laguna Beach, offers sophisticated financial planning and investment solutions that are specifically aligned with their client’s interests and goals including: wealth management, family office support, estate, and legacy planning, retirement planning, tax planning, insurance planning, and divorce financial planning.
Learn more about The Zandbergen Group or connect with Letitia on Instagram or LinkedIn.