Letitia Berbaum AIF is COO and Partner at The Zandbergen Group. She is dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan. Additionally, she offers expert care for widows who need structured support managing their financial picture independently.

 

Often referred to as the “voice of reason,” Letitia enjoys educating clients on the tools and resources that can be implemented to work toward a rewarding outcome with long-term benefits. She finds great purpose and fulfillment in her chosen career; being able to empower others with essential insight for making educated decisions that directly impact her clients’ futures and helping work towards their goals is priceless.

Prior to launching The Zandbergen Group, Letitia was a Wealth Advisor at Optivest Inc., served as a Financial Advisor at LPL Financial and Wells Fargo. During her tenure in her previous roles, she developed a multi-faceted skillset that adds value and strength to her role today.

 

Letitia has been recognized as an Orange County Five-Star Wealth Manager for six consecutive years and a Women in Business Honoree by the Orange County Business Journal. Additionally, she is a Contributor to Forbes Business Council.