Letitia S. Berbaum AIF®
As Chief Operating Officer of The Zandbergen Group, Letitia (also goes by Tish), specializes in wealth management, asset transfer strategies for the high net worth individuals and multi-generational families, as well as full-service 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.
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 clients 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.
A pandemic success story, The Zandbergen Group opened in October of 2020 through the leadership of industry professionals Bart Zandbergen, CFP, and Letitia Berbaum AIF. Focusing on their philosophy of “True Wealth and Financial Fitness,” they believe that wealth is about more than financial means. Rather, it is about having a purpose and giving freely, while building a legacy that can make a difference through a life well lived.
“As a female advisor in a male dominated industry, I strive to see our industry become balanced with more women in leadership positions. To be a partner in a firm that has been recognized for its sophisticated financial planning and investment solutions is affirmation that we have strong leadership at the helm.” –Letitia Berbaum, COO, The Zandbergen Group.
Awards and Publications
