Financial Wellness Expert
As Chief Operating Officer of The Zandbergen Group, Letitia specializes in wealth management, asset transfer strategies for high net worth individuals and multi-generational families, as well as full-service strategic planning for business owners – from those seeking an entrepreneurial framework to those exploring an exit plan.
Letitia has been recognized as an outstanding wealth manager in several publications and has been named as an Orange County Five-Star Wealth Manager for five consecutive years. She has earned the Accredited Investment Fiduciary® (AIF®) designation and holds both Series 7 and 66 securities registrations, as well as Long Term Care Insurance, Life & Health, and Insurance licenses.
investment/asset/portfolio management - education funding - retirement savings - tax-planning - personal wealth management - insurance and estate assessment - investment/asset management - childrens’ financial literacy - inheritance - charitable- legacy planning
Strategic Business Planning
Starting and funding a new business - cash flow analysis - attracting capital/investors - risk management - employee payroll - retirement plans insurance - succession planning
Letitia’s expertise in wealth management arose from moderate means. As a young girl, she accompanied her mother, an entrepreneur with a creative business approach and a conservative financial bent, on her weekly banking errands. This childhood experience sparked an enduring fascination around investments and finance; she marveled at how money can grow managed correctly.
Letitia’s background and experience informs a uniquely approachable style: she understands and serves wide-ranging client needs at various stages of their lives.
Letitia’s passion is to educate and empower others with essential insight to make informed decisions to attain the goals they value the most.
Clients value an advisor who listens carefully and truly understands their needs. As a professional woman and a mom myself, I offer a relatable perspective and can help others with careful planning that addresses their priorities, be they enhancing financial independence, facilitating wealth transfers to heirs, or other concerns.
We help you find clarity and solidify the goals to build financial security and enhance the quality of your life – however you define it.
We create and execute a strategic plan to invest and manage assets to help you grow and build confidence in service of your goals.
Whatever stage you are in – from millennial to boomer and beyond – we focus on creating financial security and freedom to enjoy your life fully. Whether your priority is to spend time with your family, start a business, retire comfortably, engage philanthropically or transfer wealth to your children.