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Letitia Berbaum

Letitia Berbaum is paving the way for future generations of female financial advisors. With over a decade of experience, Letitia has established a proven track record, helping her clientele become financially fit so that they can thrive through life’s ebbs and flows. As COO and partner at The Zandbergen Group, Letitia specializes in wealth management, 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 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.