Financial Wellness Expert
As Chief Operating Officer of The Zandbergen Group, Letitia specializes in wealth management, asset transfer strategies for high net worth individuals and multi-generational families, as well as full-service strategic planning for business owners – from those seeking an entrepreneurial framework to those exploring an exit plan.
Letitia 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.
Letitia’s expertise in wealth management arose from moderate means. As a young girl, she accompanied her mother, an entrepreneur with a creative business approach and a conservative financial bent, on her weekly banking errands. This childhood experience sparked an enduring fascination around investments and finance; she marveled at how money can grow managed correctly.
Letitia’s background and experience informs a uniquely approachable style: she understands and serves wide-ranging client needs at various stages of their lives.
Letitia’s passion is to educate and empower others with essential insight to make informed decisions to attain the goals they value the most.
Clients value an advisor who listens carefully and truly understands their needs. As a professional woman and a mom myself, I offer a relatable perspective and can help others with careful planning that addresses their priorities, be they enhancing financial independence, facilitating wealth transfers to heirs, or other concerns.