Letitia Berbaum Named as Presenter for Beverly Hills Super Summit by Family Office Club

Letitia Berbaum, COO at The Zandbergen Group and Forbes Finance Council Member will be a part of the highly anticipated conference taking place March 5^th – 6^th, 2024
Laguna Beach, CA: The Beverly Hills Super Summit, which Family Office Club shares is the #1 private investor club event in California for 2024, has selected The Zandbergen Group’s Co-Founder and COO Letitia Berbaum as a featured presenter. Over 250 investors are anticipated to be in attendance alongside an additional 600 attendees who will have access to over seven networking sessions and dozens of breakout speaker presentations. Letitia’s recent speaking engagements have included workshops and panelist opportunities for organizations including Portfolio Summits, National Association of Women in Real Estate Businesses, Crestavilla and the Brea Chamber of Commerce. For more information on the Beverly Hills Super Summit by Family Office Club, click HERE.
 
As a wealth advisor, Letitia Berbaum’s areas of specialty within wealth management include asset transfer strategies for high-net-worth individuals and multi-generational families, and full-service strategic planning for business owners – from those seeking an entrepreneurial framework to those exploring an exit plan. She is an active member of the Brea Chamber of Commerce Women in Leadership Council, advocating for women overcoming barriers and advancing their careers. Additionally, Letitia was recognized in 2023 as a “Women of Achievement” by Senator Bob Archuleta’s office for her outstanding contributions to the community.
 
About The Zandbergen Group:
The Zandbergen Group offers sophisticated financial planning and investment solutions that are specifically aligned with their client’s interests and goals. The firm’s suite of services includes, wealth management, family office support, estate and legacy planning, retirement planning, tax planning, divorce financial planning, and insurance planning. Letitia Berbaum, COO and wealth advisor, has been recognized as an outstanding wealth manager in several publications and has been named as an Orange County Five-Star Wealth Manager for eight consecutive years. Letitia 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. Collectively, The Zandbergen Group is dedicated to helping clients discover true wealth, and is located at 32322 South Coast Hwy, Suite D, Laguna Beach, California.
 
The Zandbergen Group offers advisory services through Axxcess Wealth Management, LLC, a Registered Investment Advisor with the SEC. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. To get more information about the recognitions mentioned, click HERE.
 



 
Learn More:
ZandbergenGroup.com | LetitiaBerbaum.com | Instagram | LinkedIn
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