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
The World's Largest Asset Management Firm Joins Us in the Studio
Budget Blinds: From a Shuttered Business to a Window Covering Empire
Vair Jets: A Private Jet Co-Ownership Program Unlike Any Other
Fitness on Fire Joins Bart Zandbergen in the Studio to Talk Diet and Discipline
Charitable Giving: How to plan ahead to make a difference in people's lives.
Wise Advice from a Professional Image Tailor
What keeps you up at night? How to plan for the worst and gain peace of mind.
Holiday Wine Pairings + Fine Wine 101
Investing 101: Bart and Letitia Talk State of Emergencies in the Studio
Modern Ageless Beauties Talk Fearless Living After 50
Beauty, Brains and Bold Lessons Learned with Letitia Berbaum and Kristin Breen
Making Teeth Sexy Again - Dr. Mark Olson Talks Modern Dentistry and Entrepreneur Life
Raad Ghantous - Aging in Place in Orange County Makes Good Financial Sense
Patti Larson: Brand Authenticity – Your Key to Marketing Success in 2019
Essential Lessons Learned from an In-Demand PR and Brand Strategist
Making Insurance Sexy with Michael Mira
Olympic Champion Tayyiba Haneef-Park Joins Us in the Studio
Talking Wine with Daou Vineyards from One Sommelier to Another
The Zandbergen Report Talks Shop with California Coastal Loans
Bart and Letitia Talk Back to School Life from a Parent's Perspective and Conference Travels
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