About

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  • Open today, 9:00am - 5:00pm
  • (949) 388-7230
  • 24901 Dana Point Harbor Dr. 200
    Dana Point CA 92629

Bart is a Partner and Senior Wealth Advisor at Optivest Wealth Management. Bart is passionate about helping clients realize their financial goals and dreams through integrity, focus, and genuine caring for their well-being.
Prior to joining Optivest, Bart spent 25 years as a Certified Financial Planner™ and Registered Investment Advisor for Financial Management Network, Inc. (FMN). His integrity and skill at guiding his clients’ financial future led to him being selected as one of America’s ...

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