Bart Zandbergen, CFP

The Zandbergen Report

Business EN ↓ 100 episodes

The Zandbergen Report: Wealth Management Strategies and Investment Wisdom with Bart Zandbergen, CFP. The weekly, 30 minute show features guests in professional services including mortgage, real estate, law and litigation, as well as entrepreneurs and executives in industries like health, fitness, style and philanthropy. Each episode showcases the dynamic guest and the investments they have made in their career, their clientele and themselves to raise the bar for excellence in their respective industry. Also, The Zandbergen Report features guest host Letitia Berbaum of The Zandbergen Group, who...

Author

Bart Zandbergen, CFP

Category

Business

Podcast website

bartzandbergen.podbean.com

Latest episode

Sep 9, 2025

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Episodes

Holiday Wine Pairings with Josh Lavis of Daou Vineyards 24.11.2020

Host Bart Zandbergen was joined in the virtual studio by Josh Lavis of Daou Vineyards. He is a 15-year veteran of the fine wine industry and currently serves as the Central U.S. Division Manager and the Export Manager for DAOU Family Estates. In his role, he joins founders Georges Daou and Daniel Daou as they trans-form the Adelaida District of Paso Robles into the global wine industry’s next fron...

The Art of Philanthropic Investments with Valentina Khan 28.09.2020

Host Bart Zandbergen was joined in the virtual studio by entrepreneur Valentina Khan.  Valentina is the Managing Director for Investors Philanthropic. As an OC native who grew up in North Tustin, she was inspired early on by the compassionate community. She is a graduate of the University of Southern California Bachelor of Arts, has received her Juris Doctorate at Taft Law School and continued her...

Why Long Term Care Makes Dollars and Sense 02.09.2020

Host Letitia Berbaum was joined in the virtual studio by Nick Bernatowicz of Producers Choice Network. In this episode, the duo discuss Long Term Care – myths, misconceptions and why it is critical to have a plan in place. Nick is recognized as an expert in Long Term Care planning, portfolio distribution and protection strategies, as well as legacy planning. He is passionate about partnering direc...

AB 5 and its Impact on California Businesses and Business Owners 25.08.2020

Host Bart Zandbergen was joined in the virtual studio once again by Lee R. Goldberg, Esq, who is a transactional business attorney and has been practicing in Southern California for over 33 years.  In this episode, Lee shares his knowledge of AB 5 and its implications for California business owners. This new regulation went into effect in January 2020, and has since required many business owners a...

Reflections in Quarantine, Part 2 19.08.2020

Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum for part two of their conversation about life in quarantine. In this episode Bart and Letitia discuss areas of our lives that have been impacted by COVID including health, fitness, nutrition, friendships and finances. They also share their own personal experiences and some of their lessons learned thus far in our ever...

Employee Benefits Made Easy with Harley Bjelland of The ERISA Law Firm 13.08.2020

Host Letitia Berbaum was joined in the virtual studio by Harley Bjelland – the sole owner of The ERISA Law Firm. Through his practice, he focuses on ERISA, employee benefits, and executive compensation. With over three decades of experience practicing employee benefits in California, Harley provides his clients with rich perspective and creative solutions to effectively respond to their needs and...

Practicing Empathy in Elder Financial Abuse Litigation with Matthew Stein Esq. 05.08.2020

Host Letitia Berbaum was joined in the virtual studio Matthew Stein, ESQ – a Probate Litigation Attorney and Owner of Law & Stein, LLP. Matthew represents those entangled in probate litigation, including trust contests, will contests, breaches of fiduciary obligations, allegations of trustee wrongdoing and claims of elder abuse. His work includes consulting with individuals to provide advice on st...

Reflections in Quarantine, Part 1 28.07.2020

Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum for a candid conversation about life in quarantine. In this episode the dynamic duo discuss their changes in routine, areas they have discovered a new found appreciation for in their lives and silver linings that have risen to the surface. They also discuss questions that have come to mind for many of us as we navigat...

PPP: Current Updates and more from Ben Buskey of First Choice Bank 22.07.2020

Host Bart Zandbergen was joined in the virtual studio by the Regional Vice President of Orange County for First Choice Bank, Ben Buskey. First Choice Bank, headquartered in Cerritos, California is a community focused financial institution, serving diverse consumers and commercial clients and specializing in loans to small businesses, Private Banking clients, Commercial and Industrial (C&I) loans,...

Fitness in a COVID World through a Local Studio Owner’s Eyes 15.07.2020

Host Bart Zandbergen was joined in the virtual studio by the owner of YNG Studios, Deborah Miller. This courageous local entrepreneur has led her brand through what we all know has been a challenging season. She talks with us about her mission to give back, see the local community restored, and her unwavering commitment to creating a safe and thoughtful space for her members to practice within. Al...

CASA Orange County Shares How They Are Serving Foster Youth During the Pandemic 03.07.2020

Host Bart Zandbergen was joined in the virtual studio by Regan Phillips, CEO of CASA Orange County, to discuss how their dedicated organization is rising to the challenge of serving foster youth in our COVID-19 world. Regan began her journey with CASA many years ago as an intern in NYC while studying for the bar. Her heart was captivated by CASA’s mission, which eventually led her to her current r...

Mason Taylor Associates Shares the State of the Residential Real Estate Market 24.06.2020

Host Bart Zandbergen was joined in the virtual studio by Dylan Mason and Mark Taylor of Taylor Mason Associates. In this episode the trio discuss the state of the Orange County, California real estate market as well as some of the industry changes due to COVID-19. Established in 2010, Mason Taylor Associates was formed over a mutual commitment to exceptional client service, integrity, and personal...

Dr. Sanjay Grover Discusses the New World of Plastic Surgery and the ZOOM Effect 16.06.2020

Host Bart Zandbergen was joined in the virtual studio by Dr. Sanjay Grover. A respected plastic surgeon and expert on aesthetics, Dr. Grover is an OC native whose practice is located in Newport Beach, California. Dr. Grover is a gifted and precise plastic surgeon who delivers naturally elegant results that are customized to his patients' preferences as well as their unique anatomical structure. Di...

Investment Industry Insights from PIMCO’s Executive Vice President Kevin Winters 10.06.2020

Host Bart Zandbergen was joined in the virtual studio by Kevin Winters of PIMCO. Kevin is an Executive Vice President and alternatives strategist in the Newport Beach office, specializing in distribution of PIMCO’s registered and private market strategies to global wealth management clients. Previously, he was the business head for PIMCO’s RIA and multi-family office team, where he led distributio...

Immunity Boosting Through Regenerative Medicine with Dr. Allyson Berkey 02.06.2020

Host Bart Zandbergen was joined in the virtual studio by Dr. Allyson Berkey of Beyond Regenerative Medicine and Aesthetics in Newport Beach. Known for her anti-aging, immunity boosting and stem cell therapy treatments, Dr. Berkey shares how COVID-19 is changing the patient experience. She also talks about the healing power of regenerative medicine and highlights on trend treatments that get excell...

Navigating a Business Launch During the Pandemic with Sam Madani of BOMANI Cold Buzz 26.05.2020

Host Bart Zandbergen was joined in the virtual studio Sam Madani, CEO and CO-Founder of BOMANI Cold Buzz. An NYC resident and USC Grad, Sam gave up his lucrative investment banker career to create BOMANI with his fellow co-founders who were also professionals in the investment world. Sam traveled to California in March 2020 for just a few days to meet with a few distributors ahead of their planned...

How to Position Your Business for a Successful Re-Emergence in the Wake of COVID-19 15.05.2020

Host Bart Zandbergen was joined in the virtual studio by Lee R. Goldberg, Esq, who is a transactional business attorney and has been practicing in Southern California for over 33 years.  Lee has extensive experience in negotiating and documenting sophisticated real estate, finance, intellectual property, corporate structuring, M&A and many other business transactions.  Currently, the majority of L...

Meals on Wheels of Orange County – Fighting Hunger in Uncertain Times 05.05.2020

Host Bart Zandbergen was joined in the virtual studio by the President and CEO of Meals on Wheels of Orange County, Holly Hagler and Scott Heinla of Producers Choice Network. Hunger is affecting more than 24% of low income, elderly adults in Orange County and the demand for support has intensified due to COVID-19. This non-profit serves over 1 million meals each year and has been dedicated to serv...

Financial Relief Programs: Qualification Requirements, Documentation and Grants vs. Loans 30.04.2020

Host Bart Zandbergen and co-host Letitia Berbaum were back in the virtual studio to discuss the latest financial relief programs including the Paycheck Protection Program (PPP), Economic Injury Disaster Loan (EIDL), and the SBA Disaster Relief Loans. Letitia and Bart discuss the nuances of each, including qualification requirements, documentation and other guidelines. In this episode Bart and Leti...

At Home Learning: How to Manage Working From Home While Homeschooling 21.04.2020

Host Bart Zandbergen and co-host Letitia Berbaum were joined in the virtual studio by Karie Gladis, the CEO of Empower Reach, an education consulting company whose mission is to empower each educator, student, and parent. Karie has extensive experience designing and leading multi-year professional development, coaching educators, developing and implementing curriculum, providing parent education,...

Get the Scoop on Nutrition and Supplementation from Two Industry Pros 19.04.2020

Host Bart Zandbergen was joined in the studio by entrepreneurs Billy Hinzo, Founder of Kingdom Nutrition and Daniel Houtz, CEO of Golden Era Nutrition. These two pros shared with listeners the latest advancements in the supplementation industry as well facts that are useful when trying to decide what supplements to buy and why, in order to enhance and maximize your fitness goals. In this episode g...

The CARES Act: What You Need To Know 15.04.2020

Host Bart Zandbergen was joined in the studio by co-host Letitia Berbaum to discuss the CARES Act.  The unprecedented $2 trillion coronavirus relief package Congress signed by President Trump on Friday, March 27, has a lot in it to unpack. In fact, Congress is still hammering out some of the fine print. The stimulus package, officially named the Coronavirus Aid, Relief and Economic Security (CARES...

Bart Zandbergen and Letitia Berbaum Discuss Market Volatility and Community Uncertainty 31.03.2020

Host Bart Zandbergen and co-host Letitia Berbaum led this episode of The Zandbergen Report remotely during quarantine to discuss the current state of affairs and how to navigate the current normal. The duo compiled a content rich episode of data that helps you understand what you need to know as we move through this current pandemic. In this episode gain access to: - Historical information on past...

Modern Luxury and Riviera Magazine’s Group Publisher Shares a Day in the Life 24.03.2020

Host Bart Zandbergen was joined in the studio by Group Publisher Chris Gialanella who is at the helm of magazines such as Riviera Magazine, Modern Luxury and Modern Luxury Interiors. Having been a pivotal figure at the company for over 20 years, Chris shares candid tales of where the publications have been, how they’ve grown and what they have in store for the community. In this episode gain acces...

Meet the Latest Disruptor in the Pet Food Space – Boss Dog 09.03.2020

Host Bart Zandbergen was joined in the studio by entrepreneur Basel Nassar. As one of the founders of Boss Dog, a line of premium dog products that all center around digestive health solutions, Basel shares the experiences he has had on his entrepreneurial journey so far which began in the Greek yogurt business. After spending many years in consumer product goods, he saw the opportunity to thrive...

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