Letitia Berbaum

Co-Founder & COO
The Zandbergen Group

Letitia Berbaum is COO and partner/co-founder at The Zandbergen Group. She is dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan. Additionally, she offers expert care for widows who need structured support managing their financial picture independently. Often referred to as the “voice of reason,” Berbaum enjoys educating clients on the tools and resources that can be implemented to work toward a rewarding outcome with long-term benefits. She finds great purpose and fulfillment in her chosen career; being able to empower others with essential insight for making educated decisions that directly impact her clients’ futures and helping them work toward their goals is priceless.