Committee Member: Bart Zandbergen

Bart Zandbergen

Orange County - Certified Financial Planner

Bart Zandbergen is a Certified Sommelier from the Court of the Masters Sommelier Guild, and holds the Wine and Spirits Education Trust (WSET) Advanced designation. He does not let these things get in the way of his day job, leading a team at Optivest that manages approximately $300 million for families in Orange County. “We help in all areas of their financial life,” he says, “including money management, tax reduction strategies, risk management, estate planning and real estate.” A very active philanthropist, he still lives in his hometown of Laguna Beach, and has a passion for Porsche.


Best vacation ever?

It involved multiple destinations, Paris to Champagne to Bourgogne.

Dream trip destination?

Bora Bora, Tahiti.

Favorite TV show as a kid?


Favorite actors?

Rachel McAdams, margot Robbie, Marissa Tomei, Edward Norton, Paul Giamatti, Robert Downey Jr., Brad Pitt, Bradley Cooper.

Most impressive live performance you ever saw?

Leon Bridges.

Car you drive now?

Porsche 911 GTS Cabriolet.

Car you’d like to drive?

Porsche 911 GT3RS.

Best car you’ve owned?

Porsche 911 GTS Cabriolet.

(See above!)

Favorite Watch?

Panerai Titanium Submersible.

Got a dream watch?

Vacheron Contantine.

Bourbon or scotch?

Neither -- tequila!


I’m obsessed with my new custom blend of Jo Malone.

Favorite beach?

Matira Beach, Bora Bora.

On a Saturday, your favorite errand to run is?

Laguna beach Farmer’s Market with my 4-year-old, Tehani.

Best thing about your career?

Helping people successfully reach their financial goals and dreams. When a client thanks me for helping them to retire, I feel so fulfilled.