Meet Letitia

Letitia Berbaum AIF®, CEPA®, is the Chief Operating Officer (COO) and Partner at The Zandbergen Group. Her unwavering dedication to delivering investment and strategic planning solutions 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 co-founding The Zandbergen Group, Letitia refined her expertise as a Wealth Advisor at Optivest Inc. with prior roles including Financial Advisor at LPL Financial and Wells Fargo. Through these positions, she cultivated a multifaceted skill set that enhanced the value and strength of her current role, while inspiring her desire to lead as an entrepreneur.

Letitia’s dedication and expertise have earned her significant recognition throughout her career. In 2024, she was honored as a Best-In-State Top Women Wealth Advisor. Moreover, Letitia has been consistently acknowledged as an Orange County Five-Star Wealth Manager for seven consecutive years. Her outstanding accolades also include being recognized in the Excellence in Entrepreneurship and Women in Business annual profiles by the Orange County Business Journal. Furthermore, Letitia actively contributes as a member of the Forbes Finance Council and serves on several national nonprofit committees offering financial oversight. She is a sought-after speaker at widely recognized conferences, including Portfolio Summits and Family Office Club, sharing her industry knowledge in wealth management. Additionally, Letitia was recognized in 2023 as a “Women of Achievement” by Senator Bob Archuleta’s office for her outstanding contributions to the community.