We had the good fortune of connecting with Bart Zandbergen, CFP and we’ve shared our conversation below.
Hi Bart, we’d love to hear more about how you thought about starting your own business?
After nearly 30 years in the wealth management industry, I decided that the next best way I could truly serve my clientele was by starting my own practice. Through The Zandbergen Group, I am now able to offer True Wealth planning which allows me to help clients discover things money can’t buy and death can’t takeaway. As the leader of my own firm, I am able to highly customize the level of service I provide my clients with without constraints from a parent company. This has added tremendous value and strengthened the relationships I have with my clients.
What should our readers know about your business?
I’m most excited about our brand new state-of-the-art, highly custom office being open in Laguna Beach so we can effectively serve our clients. It is a dream realized and an opportunity to assist men and women in pursuit of financial freedom. As every entrepreneur knows, there is nothing easy about starting your own company. The key to navigating it and bringing it to life requires persistence, honesty, transparency, and listening more than speaking.
In my career, I have seen 3 major recessions and a pandemic. It has been an ever-evolving journey! A few of the lessons I have learned along the way include, “There are no absolutes” (in stocks, bonds, real estate and beyond), “always or never” (when it comes to life insurance), “listen more than you speak”, connect with people and take genuine care with them.
As a child I was bullied. I worked so hard to overcome that and am proud today to be a champion for anti-bullying causes. I believe we can all succeed together and thrive despite obstacles that may arise in each of our unique stories.
Let’s say your best friend was visiting the area and you wanted to show them the best time ever. Where would you take them? Give us a little itinerary – say it was a week long trip, where would you eat, drink, visit, hang out, etc.
My morning starts well before the sun comes up at Lifetime Fitness in Laguna Niguel. Then I make a pit stop at Laguna Coffee before heading to the office. Some of my favorite Laguna beach spots include 1000 steps, Table Rock and Shaw’s Cove. For outdoor exercise or leisure, I like El Moro, Crystal Cove, The Strand, paddle boarding or surfing.
While I am a fitness fiend I am also a foodie. My local breakfast spots are Zinc Café, Laguna Coffee and Anastasia. My lunch go-to’s are Sapphire, Alessa, Anastasia and La Sirena Grill. When it comes to dinner, I frequent Selanne’s, Sapphire, Oak, 230 Forest, Carmelito’s, Driftwood Kitchen, Bourbon Steak at Waldorf Astoria Monarch Beach and The Drake. During the day it is fun to browse the local shops, grab gelato at Dolce Gelato and close out the day with sunset at Top of the World or from Main Beach.
The Shoutout series is all about recognizing that our success and where we are in life is at least somewhat thanks to the efforts, support, mentorship, love and encouragement of others. So is there someone that you want to dedicate your shoutout to?
Scott Coles, Founder of WMBC, was my “advisor” when I was in computer sales out of college. While fact finding and soul searching we uncovered that I needed more from my career. I really desired working in a field where I could truly change lives. Scott suggested that I consider a career as a Financial Advisor. After months of considering, I awoke one morning at 2:00am, and was crystal clear that I would pursue that career – that was in 1992. Scott then became my trainer and mentor for 10 years, and to this day is a trusted confident. Also, William C. O’Connor, CFP, was one of my CFP instructors who helped impart the knowledge I needed to become a CFP, and Ryan Kelly, CEO, Spectrum Asset Management, who is a longtime friend, Advisor, and “peer” coach.
I believe strongly in investing in yourself. One book I really value is, “How to win friends and influence people” by Dale Carnegie. It is one of the best books I have read in my career. Another great one is “Halftime: Moving from Success to Significance” by Bob Buford. I read this in my 40s – it was a game changer. I also believe that every stop along your career path leads you to the next level, so with that said, I would be remiss if I did not acknowledge the prior firms I worked for, FMN and Optivest.