Letitia Berbaum finds great purpose and fulfillment in her chosen career, dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan. Often referred to as the “voice of reason”, Letitia enjoys educating clients on the tools and resources that can be implemented to work towards a rewarding outcome and long-term benefits. Being able to empower others with essential insight for making educated decisions that directly impact their future and progressively work towards their goals is priceless.
Prior to joining the award winning team at Optivest Wealth Management, Letitia served as a Financial Advisor at LPL Financial and Wells Fargo. During her tenure in her previous roles, she developed a multi-faceted skillset that adds value and strength to her role today within Optivest.
A graduate from California State University, Fullerton with a B.S. in Business Administration and a concentration in Finance, she is also an active member of local and philanthropic communities. She currently serves on the Council of the Orange County United Way Emerging Leaders and is a member of the Orange County United Way Women’s Leadership Council in addition to supporting causes such as cancer research, children’s education and local poverty. Letitia has earned her AIF designation and holds both Series 7 and 66 securities registrations, as well as Long Term Care Insurance, Life & Health, and Insurance licenses. A proud mother of two, in her free time she enjoys spending time with her husband and kids while exploring new places via travel.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Breaking Down Behavioral Finance and the Role of Uncertainty
Imani Law Talks Shop with Bart Zandbergen
Rewriting Your Story with Discipline
The Zandbergen Report’s 6th Annual Holiday Wine Pairing Podcast
Bart Zandbergen and Scott Heinila Discuss Long-Term Care and Possible Changes
Bart Zandbergen and Scott Heinila Talk with Dr. Morgan Cutlip
Bart Zandbergen and Melissa Océan, Founder and CEO of Divorce Strategies Group
Bart Zandbergen Talks with Entrepreneur and Author Nycole Freer
Bart Zandbergen and Alec Glasser Discuss Music Education, The Drake Gives and Sammy Davis Jr.
Letitia Berbaum Talks with Jason Ma CEO of ThreeEQ
Bart Zandbergen and Letitia Berbaum Talk with Private Investigator Monica Morton
Bart Zandbergen and Scott Heinila Discuss Their 2023 Forecast
Bart Zandbergen and Letitia Berbaum Discuss 5 Keys to Investing
Letitia Berbaum Talks with Linda Rank of soul&beautyMEDx
Bart Zandbergen and Letitia Berbaum Discuss the SECURE Act 2.0
Letitia Berbaum Talks College Savings Planning with Jonathan Sparling
Bart Zandbergen and Letitia Berbaum Discuss Financial Behavior
Bart Zandbergen and Letitia Berbaum Discuss Behavioral Finance
Bart Zandbergen Talks with the Divorce Mediation of California Team
Letitia Berbaum Interviews Janise Graham of Leaving in Style
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast