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Optivest Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Optivest Wealth Management is a small financial services practice based in San Juan Capistrano, Southern California, founded in 1987. It provides holistic wealth management that integrates investments with business interests and real property, while considering personal factors such as family history, values, health, and community ties. The firm maintains a low client-to-advisor ratio and serves a limited number of families, aiming to translate clients' accumulated success into long-term financial security.

Its client base includes entrepreneurs, business leaders, retirees, philanthropic families, individuals in difficult transitions, and women in leadership, reflecting a focus on complex life and wealth situations. In January 2017, Optivest appointed Bart Zandbergen as Senior Wealth Advisor, bringing 25 years of experience in the financial field.

Find Optivest Wealth Management employees' phone numbers or email addresses

Optivest Wealth Management Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Africa
1

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  • Kenya
    1

Oceania
1

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  • New Zealand
    1

Optivest Wealth Management's Leadership

  • Managing Director at Optivest Wealth Management
    I. O.
    Managing Director
    Mobile Phone
  • Vice-President at Optivest Wealth Management
    D. C.
    Vice-President
    Mobile Phone
  • Director Of Client Services And Information Technology at Optivest Wealth Management
    A. E.
    Director Of Client Services And Information Technology
    Mobile Phone
  • Property Manager at Optivest Wealth Management
    R. P.
    Property Manager
    Mobile Phone

Optivest Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Consultant
  • Human Resources
  • Other
  • Information Technology
  • Operations
  • Banking
  • Business

Contact profiles from Optivest Wealth Management

Name
Title
Contact
Location
Last Update
  • Managing Director at Optivest Wealth Management
    I. O.
    Managing Director
    Mobile Phone
    New Zealand, Auckland
    Feb 22, 2024
  • Vice-President at Optivest Wealth Management
    D. C.
    Vice-President
    Mobile Phone
    Oct 22, 2024
  • Director Of Client Services And Information Technology at Optivest Wealth Management
    A. E.
    Director Of Client Services And Information Technology
    Mobile Phone
    Sep 06, 2026
  • Property Manager at Optivest Wealth Management
    R. P.
    Property Manager
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Optivest Wealth Management known for?

Minus sign iconPlus sign iconOptivest Wealth Management was founded in 1987 and operates in the Financial Services industry. You can contact Optivest Wealth Management's main corporate office by phone at
+1-949-363-****
. Explore Optivest Wealth Management's company overview page for more information.

What is Optivest Wealth Management's most common email format?

Minus sign iconPlus sign iconOptivest Wealth Management employees' email format typically follows the pattern of First@optivestinc.com. Trying to find reliable and up-to-date employee contact data? Find more Optivest Wealth Management email formats with LeadIQ.

How many employees does Optivest Wealth Management have currently?

Minus sign iconPlus sign iconOptivest Wealth Management has approximately 6 employees as of August 2026. These team members are located across 3 continents, including North America, Africa and Oceania.

Who are Optivest Wealth Management's key employees and leadership?

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As of August 2026, Optivest Wealth Management's key employees include:

  • Managing Director: I. O.
  • Vice-President: D. C.
  • Director Of Client Services And Information Technology: A. E.
  • Property Manager: R. P.

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