Letitia Berbaum, COO & Wealth Advisor

The Zandbergen Group, Laguna Beach

Respected for her dedication to serving her clientele with excellence, Letitia Berbaum is paving the way for future generations of female financial advisors. Through innovative strategies, Berbaum is able to help her clientele become financially fit so that they can thrive through life's ebbs and flows. As COO of The Zandbergen Group, Berbaum specializes in wealth management, asset transfer strategies for high net worth individuals and multigenerational families, and full-service strategic planning for business owners - from those seeking an entrepreneurial framework to those exploring an exit plan. Berbaum has been recognized as an outstanding wealth manager in several publications and has been named as an Orange County Five-Star Wealth Manager for five consecutive years. She has earned the Accredited Investment Fiduciary® (AIF®) designation and holds both Series 7 and 66 securities registrations as well as Long Term Care Insurance, Life & Health, and Insurance licenses.