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
Bart Zandbergen Talks with Alec Glasser of The Drake and The Drake Gives
The Zandbergen Report’s 5th Annual Holiday Wine Pairing Podcast
Bart Zandbergen and Kayla Abdi Discuss 5 Major Myths of Health and Nutrition
Letitia Berbaum Interviews Jenifer Kienle, Founding Partner of Kienle Law
Bart Zandbergen Talks with Cure Duchenne Founder Debra Miller
Bart Zandbergen Talks with Riverain Vineyards President, Dean Gray
Bart Zandbergen and Letitia Berbaum Discuss Investor Behavior
Letitia Berbaum Interviews Veronica Stephens of Laura’s House
Bart Zandbergen Talks with Nick Jordan, Founder of Wells of Life
Bart Zandbergen Talks with Cookie Co. Founder Elise Thomas
Bart Zandbergen Discusses Inflation + Recession Potential with Ryan Issakainen of First Trust Advisors
Bart Zandbergen and Letitia Berbaum Discuss the Current Bond Market
Bart Zandbergen and Letitia Berbaum Discuss Market Volatility
Bart Zandbergen Interviews Ex- SEAL and CIA Operative David Rutherford
Bart Zandbergen Discusses Dressing for 2022 and Beyond with Dave Welch of b.spoke and Scott Heinila
Bart Zandbergen and Lauraine Bifulco Discuss the Pandemic’s HR Impact
Bart Zandbergen and Scott Heinila Discuss the Power of Mindset
Bart Zandbergen and Letitia Berbaum Discuss the Meaning of True Wealth
Bart Zandbergen Talks with Ryan Osborne of OZ Coaching
Bart Zandbergen Talks Mentorship with Newport Harbor High School Student Elsa Wiley
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