Optivest, Inc.

Optivest, Inc. (CRD# 137070) is a financial advisory firm headquartered in Dana Point, CA. They manage $196,789,267 in 367 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $536,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, OK, OR, TX, UT, VT, WA

Financial Advisors at Optivest, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Leon G. James
CRD#: 1055785
24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629
96
Wealthminder
score

Leon James (CRD# 1055785) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 24 years of experience in the finance industry. Leon James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Leslie A. Calhoun
CRD#: 2047866
24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629
93
Wealthminder
score

Leslie Calhoun (CRD# 2047866) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 24 years of experience in the finance industry.

3
Bart A. Zandbergen
CRD#: 2290066
24901 Dana Point Harbor Dr. Suite. 200, Dana Point, CA 92629
91
Wealthminder
score

Bart is a Partner at Optivest Wealth Management and helps clients realize their financial goals and dreams through integrity, focus, and genuine caring for their well-being. Has over 23 years of experience in the finance industry. Bart Zandbergen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

4
Mark S. Vanmourick
CRD#: 867435
24901 Dana Point Harbor Drive, Suite 200, Dana Point, CA 92629
58
Wealthminder
score

Mark Vanmourick (CRD# 867435) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 34 years of experience in the finance industry.

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