Financial Management Network, Inc. --- Creating and Managing Wealth |
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Bart Zandbergen, CFP®
Phone: (949) 455-0300
Bart A. Zandbergen is a Certified Financial Planner, a Registered Representative of FMN Capital Corporation and a Registered Investment Advisory Representative of Financial Management Network, Inc. Bart is a native Californian and a 1984 graduate of California State University, Fullerton majoring in Business Administration. Bart holds his series 7 securities license as well as his Life/Health/Disability Insurance license. He obtained his CFP certification from the College for Financial Planning in Denver, Co. Bart is a member of the Financial Planning Association of Orange County, is the Director of the Alliance of Professionals and Executives, a member of the Center Club in Costa Mesa where he is a board member of the Public Affairs committee and Director of the Health & Fitness Committee. Bart is President of the Laguna Beach Business Club and a member of the Laguna Community Foundation. Bart is also President of the Laguna Beach branch of the International Wine and Food Society. Bart is a member of Vistage Trusted Advisors and is a former instructor for “It’s Your Money” at California State University at Long Beach, as well as a former counselor/teacher for the “Money Matters” ministry of Coast Hills Community Church. Bart was selected as one of “Americas Best Financial Planners”, according to the Consumers Research Council of America, and a “5 Star Wealth Advisor” in Orange Coast Magazine. Bart is an experienced public speaker and has been featured at many financial workshops. He has been quoted in the Orange County Register as well as The New York Times. He also publishes his own financial newsletter called “The Zandbergen Report”. Financial Management Network, Inc. is a full service, fee-based comprehensive financial advisory firm. Firmly rooted in a tradition of excellence, FMN is dedicated to providing superior service and quality financial products to its clients. FMN specializes in the areas of Tax Planning, Estate Planning, Retirement Planning, Risk Management, fee-based Money Management, and Employee Benefits. Bart’s business background helps him to better understand and help businesses and business owners. His extensive networking with other professionals helps him to financially “coddle” his clients. Bart enjoys Physical Fitness, surfing, the beach, a fine wine and fine dining. Bart is a fitness enthusiast and is a member of the National Physique Committee. He is also a lover of great wine and has completed his wine training through the Wine & Spirits Education Trust of England and is pursuing his Certified Specialist in Wine through the Society of Wine Educators. Bart lives in Laguna Beach with his wife Tina. He has two grown children and a new Granddaughter, Lily. His daughter Nicole is a recent college graduate and fashion designer. Christian, his son, is surfing his way through the Hawaiian Islands. Aside from spending his time with family and friends, Bart most enjoys watching his clients obtain their financial goals and dreams. 
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26041 Acero Phone: (949) 455-0300 |
Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may loose value. FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur. Any communications with prospective clients residing in states or international jurisdictions where FMN or FMNCC and their registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Insurance related services from FMN or FMNCC may not be provided to individuals residing in any states other than CA, CO, CT, FL, KS, NC, OR, WA and WI (for FMN) or AZ, CA, CO, CT, FL, GA, IA, KS, MA, MO, NV, NC, ND, NY, OR, TX, and WA (for FMNCC). Securities related services from FMNCC may not be provided to individuals residing in any states other than AK, AZ, AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MA, MI, MN, MS, MO, MT, ND, NM, NJ, NY, NV, NC, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI and VI. The information you submit on the calculator pages may not be secure. Please do not submit any information that must remain private. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Neither FMN nor FMNCC provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Neither FMN nor FMNCC assisted in the preparation of this material, and its accuracy and completeness are not guaranteed. The opinions expressed are those of the author(s) and are not necessarily those of FMN, FMNCC or their affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
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