Bart A. Zandbergen CFP®

CEO, The Zandbergen Group Wealth Management


The Zandbergen Group is an exclusive wealth management firm specializing in serving those with significant wealth. Our goal is to provide clients financial peace of mind, allowing you time to focus on creating true wealth for a purposeful life. We strive to help you realize your financial goals through integrity, commitment, and genuine caring for your well-being.

Our process starts by aligning your vision and values with your wealth plan through personalized financial planning. This unique, client-centered process is a successful process we have used for over 30 years with hundreds of clients. You created your wealth through your life accomplishments, now we are here to help you protect, grow, and live out that fulfilled life.

A little bit about Bart Zandbergen

Bart A. Zandbergen CFP®/CDFA™ is an esteemed Certified Financial Planner® and the Founder and CEO of The Zandbergen Group. With over three decades of dedication and service, he is a nationally recognized authority in financial planning and investment advising, as well as a Certified Divorce Financial Advisor®. Bart is recognized as one of the nation’s top 1% of financial advisors, according to Forbes Magazine. He has also been selected as one of America’s Best Financial Planners, by the Consumers’ Research Council of America, and a Five Star Wealth Manager for five years in a row by Orange Coast Magazine. Bart is also an accomplished public speaker; his expert point of view has been published in The New York Times, Forbes, The Orange County Register, Nobleman Magazine, Mensbook, Modern Luxury, Wellbeing Magazine, and Riviera.

The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a SEC Registered Investment Advisor with the SEC.
Bart A. Zandbergen, CA License Insurance #OA9624

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