Letitia Berbaum AIF®, CEPA

Founder and Wealth Advisor for Blue Sands Wealth

blue-sands-wealth

Entrepreneur Letitia “Tish” Berbaum founded Blue Sands Wealth to serve clients who are seeking long-term, progressive wealth management guidance. With a commitment to trust and transparency, Blue Sands Wealth focuses on offering a value-first approach, providing custom-tailored solutions, and building authentic relationships. By actively listening to each client’s needs, the firm creates strategies that align with their unique financial goals. Confidence and empathy drive the firm’s mission, helping clients manage and grow their wealth with intention. Blue Sands Wealth is located at 100 Spectrum Center Drive, Suite 900, Irvine, CA 92816, with office visits by appointment only.

A little bit about Letitia Berbaum

Letitia Berbaum AIF®, CEPA®, is the Founder and Wealth Advisor for Blue Sands Wealth. Her dedication to delivering investment and strategic planning for her esteemed clientele is results-driven and personalized. With a passion for guiding clients through the intricacies of investing, Letitia specializes in wealth management, strategic planning, and wealth transfer strategies, with a keen focus on aiding business owners seeking exit plans. Additionally, she provides insightful support for widows managing their financial affairs independently.

Often referred to as the “voice of reason,” Letitia derives immense satisfaction from educating clients on tools and resources aimed at achieving rewarding, long-term outcomes. Her greatest fulfillment lies in empowering others with essential insights, enabling them to make informed decisions that directly influence their financial futures and propel them toward their goals.

Before founding Blue Sands Wealth, Letitia gained experience as a Co-Founder at The Zandbergen Group, and at Optivest Inc., where she also held roles as Financial Advisor at LPL Financial and Wells Fargo. Through these positions, she cultivated a multifaceted skill set that inspired her desire to lead as an entrepreneur.

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