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Bart Zandbergen : Financial Management Network, Inc.


WalkerReedWhat business are you in?

Comprehensive Financial Planning

What are your specialties/areas of expertise?
 
Retirement Planning, Tax Planning, Estate Planning, Investment Planning, Insurance Planning and Employee Benefit Planning

What do you like most about your work?

The ability to help clients meet their financial goals and dreams all while reducing stress, worry and anxiety.

What qualities do your clients/customers appreciate most about you?
Ability to listen and understand needs.

What qualities do you appreciate most in a client/customer?

The trust they place in me.

What is your motto
?
Integrity first!

What is meaningful to you outside of work?
My 2 children, Nicole and Christian, my wife Tina. Surfing, Physical Fitness, Fine wine and dining, beautiful sunsets!

What are your three favorite places in Laguna?
My back patio (in Mystic Hills), Heisler Park, Table Rock Beach


CONTACT:


Bart Zandbergen : Financial Management Network, Inc.

email : bart@creating-wealth.com
web : www.creating-wealth.com/

Phone : 949-455-0300
Fax : 949-716-7413

26041 Acero, Mission Viejo, CA 92691

2009 Five Star Wealth Manager
http://video.fivestarprofessional.com/ocwm2009/bartzandbergen

walker

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