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Optivest Foundation

2017 was a tremendous transition year for Optivest. We added industry veteran Bart Zandbergen, CFP® as Senior Wealth Advisor and Stella Choi, CFA®, CFP® as Director of Portfolio Management who was responsible for implementing our successful risk-based model portfolios for Optivest clients. As 2018 commences, we continue to refine our portfolio models and upgrade our different portfolio software systems to enhance our management and reporting capabilities.

Thank you for your trust as we continue our efforts to become the premier go-to wealth management firm in Orange County.

Until Next Time,

Mark, Leslie, Bart and Stella