ADVERTISEMENT
  • About
  • Contact
  • Testimonials
  • Demographics & Advertising Rates
Friday, January 22, 2021
Search
    Generic filters
    California Business Journal
    56 °f
    Los Angeles
    52 ° Sat
    51 ° Sun
    50 ° Mon
    48 ° Tue
    50 ° Wed
    52 ° Thu
    • Front Page
    • Business
      • Insurance
      • Real Estate
    • Finance
      claiming gambling losses on your taxes

      Can you claim gambling losses on your taxes?

      Nicholas Yrizarry

      In Perfect Alignment

      Invest-in-Your-Childs-Future

      Start Investing Now For Your Child’s Future

      IMG 8554 - From a “Wish List” to a “Reality List”

      From a “Wish List” to a “Reality List”

    • People
    • Featured
      284 RUdQVDAwNTEuanBn

      The Rising Phenomena of Solar Energy Hits A New Gear in California

      Silicon V Real Instituto

      The Entrepreneurs ‘Angell’

      West Gary, MinTech’s Chief Technical Officer2

      Dust Buster

      Flags-of-the-world

      The Impact of Covid: Racing to Buy Second Citizenships

      Photonic Chip

      The First Photonic Chip Has Arrived. What Does That Mean For Augmented Reality?

    • Technology
      West Gary, MinTech’s Chief Technical Officer2

      Dust Buster

      Plaxonic Technologies Innovate

      Plaxonic Technologies: Leading Innovation

      tech devises of the future - Latest Devices to Make Our Lives Easier

      Latest Devices to Make Our Lives Easier

      hands of business people typing on a keyboard - Should You Start An Online Business: 4 Things To Consider First

      Should You Start An Online Business: 4 Things To Consider First

    • Law
      law books

      Career paths available with a law degree

      background-check

      How Do Background Check Sites Find Your Information?

      hurricane

      Weathering the Storm

      tower-bridge-london-england

      How to apply from the USA to one of the most famous law universities in the UK

    • News
      Reborn Cabinets, Anaheim, Calif.

      BBB Torch Awards Recognize Orange County Businesses

      AB3088

      California COVID-19 Rent Relief Policies Economically Unsustainable

      american-flag

      Dreamers Won Full Restoration of DACA…What Now?

      Airplane Landing

      London Heathrow one step closer to controversial third runway

    • Human Interest
      • Food
      • Art & Culture
    • Education
      Benjy Grinberg

      NEW TODAY … Philanthropy Corner: 7 California Businesses That Support Education

      california-consumer-privacy-act

      How CCPA Has Impacted Businesses

      OIP 2 - Silicon Valley's Celltrio is utilizing the design theory popularized in LEGO building sets to automate lab processes for harvesting cultured cells.

      Silicon Valley’s Celltrio is utilizing the design theory popularized in LEGO building sets to automate lab processes for harvesting cultured cells.

      Reborn Cabinets, Anaheim, Calif.

      BBB Torch Awards Recognize Orange County Businesses

    • Health & Fitness
      The Surprising Link Between Gut Health and Mental Health - The Surprising Link between Gut Health and Mental Health

      The Surprising Link between Gut Health and Mental Health

      Eesha Patel feature

      Multi-Dimensional Reality

      166521182

      One Hour Each Morning for the Remaining 23

      87 CBN vs CBD How Are the Benefits Different - Commonly Asked Questions About CBD Oil in the USA

      Commonly Asked Questions About CBD Oil in the USA

    California Business Journal
    • Front Page
    • Business
      • Insurance
      • Real Estate
    • Finance
      claiming gambling losses on your taxes

      Can you claim gambling losses on your taxes?

      Nicholas Yrizarry

      In Perfect Alignment

      Invest-in-Your-Childs-Future

      Start Investing Now For Your Child’s Future

      IMG 8554 - From a “Wish List” to a “Reality List”

      From a “Wish List” to a “Reality List”

    • People
    • Featured
      284 RUdQVDAwNTEuanBn

      The Rising Phenomena of Solar Energy Hits A New Gear in California

      Silicon V Real Instituto

      The Entrepreneurs ‘Angell’

      West Gary, MinTech’s Chief Technical Officer2

      Dust Buster

      Flags-of-the-world

      The Impact of Covid: Racing to Buy Second Citizenships

      Photonic Chip

      The First Photonic Chip Has Arrived. What Does That Mean For Augmented Reality?

    • Technology
      West Gary, MinTech’s Chief Technical Officer2

      Dust Buster

      Plaxonic Technologies Innovate

      Plaxonic Technologies: Leading Innovation

      tech devises of the future - Latest Devices to Make Our Lives Easier

      Latest Devices to Make Our Lives Easier

      hands of business people typing on a keyboard - Should You Start An Online Business: 4 Things To Consider First

      Should You Start An Online Business: 4 Things To Consider First

    • Law
      law books

      Career paths available with a law degree

      background-check

      How Do Background Check Sites Find Your Information?

      hurricane

      Weathering the Storm

      tower-bridge-london-england

      How to apply from the USA to one of the most famous law universities in the UK

    • News
      Reborn Cabinets, Anaheim, Calif.

      BBB Torch Awards Recognize Orange County Businesses

      AB3088

      California COVID-19 Rent Relief Policies Economically Unsustainable

      american-flag

      Dreamers Won Full Restoration of DACA…What Now?

      Airplane Landing

      London Heathrow one step closer to controversial third runway

    • Human Interest
      • Food
      • Art & Culture
    • Education
      Benjy Grinberg

      NEW TODAY … Philanthropy Corner: 7 California Businesses That Support Education

      california-consumer-privacy-act

      How CCPA Has Impacted Businesses

      OIP 2 - Silicon Valley's Celltrio is utilizing the design theory popularized in LEGO building sets to automate lab processes for harvesting cultured cells.

      Silicon Valley’s Celltrio is utilizing the design theory popularized in LEGO building sets to automate lab processes for harvesting cultured cells.

      Reborn Cabinets, Anaheim, Calif.

      BBB Torch Awards Recognize Orange County Businesses

    • Health & Fitness
      The Surprising Link Between Gut Health and Mental Health - The Surprising Link between Gut Health and Mental Health

      The Surprising Link between Gut Health and Mental Health

      Eesha Patel feature

      Multi-Dimensional Reality

      166521182

      One Hour Each Morning for the Remaining 23

      87 CBN vs CBD How Are the Benefits Different - Commonly Asked Questions About CBD Oil in the USA

      Commonly Asked Questions About CBD Oil in the USA

    Search
      Generic filters
      California Business Journal

      THE MAGIC OF FINANCE

      Letitia Berbaum’s Early Affinity for Investing and Finance Inspired a Successful Career as a Passionate Wealth Manager

      by Diane Bucka, Staff Writer, California Business Journal
      A A
      OPTIVEST Letitia Berbaum 3.12.18 - THE MAGIC OF FINANCE
      Share on FacebookShare on Twitter

      As a young girl, Letitia Berbaum accompanied her mother, an entrepreneur with a creative business approach and a conservative financial bent, on her weekly banking errands.  Neither of them knew at the time that this childhood experience would spark such an enduring curiosity and fascination around investments. While most kids were busy with sports, music, or other more traditional hobbies, these early visits to the bank captivated her attention.  There began a long-standing attraction to the magic of finance, how money can grow and help people reach their objectives if managed correctly.

      Many of us spend our whole lives trying to find our true calling. Letitia was hooked in and laser focused even as a young girl. She developed relationships with bankers, watched funds and ultimately got permission from her parents to dive into the market herself at the tender age of 10.  Subscribing to the Warren Buffett theory of following brands that resonate (and clearly influenced by her home base in Seattle), her early investments in Starbucks, Costco and Microsoft soon tripled.

      These foundational building blocks of knowledge continued once Letitia obtained her Bachelor’s Degree in Business Administration from CSU Fullerton with a focus on Finance and launched her career as a Financial Advisor with Wells Fargo and later LPL Financial.  There she learned the “nuts and bolts” of investments, money management tools, compliance, insurance, and the overarching business of addressing clients’ needs and objectives.

      Often referred to as the “voice of reason,” she exudes a quiet confidence stemming from these years of careful observation and study. “At Wells Fargo and LPL, I gained a thorough understanding of well-established regulations and protocols,” she says. “And I also truly valued the lessons learned from so many incredible mentors.”

      This deep competency ultimately led her to her new position as a Wealth Advisor with Optivest Wealth Management, whose holistic and integrated approach includes advanced planning for tax efficiency, wealth transfer, wealth protection and philanthropy.

      ADVERTISEMENT

      Working in concert with this team of experts, Letitia leverages her multi-faceted skillset with a focus on wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan.  She especially values Optivest’s wide expertise and collaborative approach to meeting clients’ diverse needs.

      Navigating the Powerful Yet Underserved Female Investor Base

      As a female financial advisor, Letitia offers a unique perspective to an ever-growing segment:  women with significant assets.  According to a 2016 study by the Boston Consulting Group, women now control $39.6 trillion globally, up from 25% held in the previous five years.  Growth of 7% a year is anticipated, with an expectation that by 2020 women will control $72.1 trillion, particularly in light of educational trends with higher numbers of women in college.  Women’s wealth is accelerating more rapidly than overall global rates, as they acquire assets through inheritance, divorce, and running their own successful businesses.

      Even as more women are attaining wealth, there are proportionally fewer female financial advisors in what is largely a man’s world.  In 2016, the Bureau of Labor Statistics reported that less than one in three advisors are female, despite the fact that the majority of women state a preference for working with female financial advisors.

      Related

      human-resources-concept

      Commentary: The Intersection of HR and Tech to Create Better Workplaces

      January 20, 2021
      Benjy Grinberg

      NEW TODAY … Philanthropy Corner: 7 California Businesses That Support Education

      January 20, 2021
      Load More

      On this point, Letitia states, “All clients value an advisor who listens carefully and truly understands their needs. As a professional woman and a mom myself, I offer a relatable perspective and can help others with careful planning that addresses their priorities, be they enhancing financial independence, facilitating wealth transfers to heirs, or other concerns.”

      Letitia’s strong belief in giving back and getting personally involved in the community is evident in her community engagement efforts.  She is an active member of the Orange County Emerging Leader United Council, the Orange County United Way Women’s Leadership Council, the Financial Planning Association and The Elite OC.  Accordingly, it’s no surprise that her achievements have been widely lauded; she’s the recipient of multiple awards, including NAWRB “The Visionary Leading Lady (2017)”, 5 Star Wealth Manager for Orange County (2017, and nominated again for 2018), and a Certificate of Recognition from Janet Nguyen, Senator from California’s 34th State Legislative District.

      Letitia came by her success as a wealth manager organically and honestly.  A lifetime of steady dedication to honing her trade derived from genuine passion and affinity led her to exactly where she always wanted to be: able to educate and empower others with essential insight to make informed decisions and attain their goals.

      screen 6 - THE MAGIC OF FINANCE

       

      Letitia Berbaum

      Optivest Inc.

      24901 Dana Point Harbor Dr. Suite 200

      Dana Point, CA 92629

      949-212-1852

      Letitia@Optivestinc.com

      Tags: 2018AdvancedBuffettCACaliforniaCalifornia mediacollegecomplianceConsultingcostcoDana Pointdivorceentrepreneurfinancefinancial advisorfinancial advisorsfocusFundsgiving backGroupholisticinsuranceinvestmentsinvestorLeadershipLetitia BerbaummusicOCOptivest Wealth ManagementOrange CountyregulationsrelationshipsstudytaxtradeWarrenwealth advisorwealth managementwells fargo

      Get real time update about this post categories directly on your device, subscribe now.

      Unsubscribe
      ADVERTISEMENT
      Previous Post

      WEALTH IN WEED

      Next Post

      HOW TO MAKE THE NEW TAX LAW WORK FOR YOU

      Diane Bucka, Staff Writer, California Business Journal

      Diane Bucka, Staff Writer, California Business Journal

      WHAT TO READ NEXT

      Benjy Grinberg
      Education

      NEW TODAY … Philanthropy Corner: 7 California Businesses That Support Education

      January 20, 2021
      mind-consciouness-neuroscience
      Featured

      Empathy in AI

      January 19, 2021
      boxing-gloves
      Human Interest

      Mystical Phenomena

      January 19, 2021
      OIP 2 - Silicon Valley's Celltrio is utilizing the design theory popularized in LEGO building sets to automate lab processes for harvesting cultured cells.
      Featured

      Silicon Valley’s Celltrio is utilizing the design theory popularized in LEGO building sets to automate lab processes for harvesting cultured cells.

      January 19, 2021
      claiming gambling losses on your taxes
      Finance

      Can you claim gambling losses on your taxes?

      January 18, 2021
      dna-double-helix-chemical-formulas-computer-generated-d-rendering-medical-research-background-rotation-184787276
      Business

      Who is part scientist, inventor, anthropologist, explorer, designer, engineer, architect, reporter, journalist, museum curator, travel guide, therapist, teacher, trainer and athletic coach?

      January 14, 2021
      Next Post
      SteveSeated 20FINAL2sleeve - HOW TO MAKE THE NEW TAX LAW WORK FOR YOU

      HOW TO MAKE THE NEW TAX LAW WORK FOR YOU

      Follow Us

      ADVERTISEMENT

      Categories

      • Art & Culture
      • Business
      • Editor's Choice
      • Education
      • Featured
      • Finance
      • Food & Dining
      • Health & Fitness
      • Human Interest
      • Insurance
      • Law
      • Marketing
      • Medical
      • News
      • People
      • Popular
      • Real Estate
      • Social Media
      • Technology
      • Uncategorized

      CBJ Partner Firebrand Media

      Laguna Beach Independent Newspaper

      Laguna Beach Magazine

      Laguna Beach City Guide

      On The Menu Laguna Beach

      Newport Beach Independent Newspaper

      Newport Beach Magazine

      Newport Beach Country Club Magazine

      Coastal Real Estate Guide (NB,LB, CDM)

      Montage Magazine

      Monarch Beach Resort Magazine

      Pacific Coast Magazine (SoCal)

      Omni Escapes Hotel Magazine

      Sea Island Life Magazine

      Salamander Hotel & Resorts Magazine

      Bespoke Concierge New York

      Evans Hotels

      View our entire portfolio here

      ADVERTISEMENT
      ADVERTISEMENT
      Facebook Twitter LinkedIn LinkedIn Instagram
      C B J   LOGO  SVG-01
      • About
      • Contact
      • Testimonials
      • Demographics & Advertising Rates

      Newsletter

      Top Stories

      • Judge gavel, scales of justice and law books in court

        Lawsuit Basics: How Much Does It Cost to Sue Someone?

        0 shares
        Share 0 Tweet 0
      • REPORT: TECH GIANT CISCO ABOUT TO LAY OFF 14,000

        0 shares
        Share 0 Tweet 0
      • The DealMaker

        0 shares
        Share 0 Tweet 0

      Latest Articles

      human-resources-concept

      Commentary: The Intersection of HR and Tech to Create Better Workplaces

      January 20, 2021
      Benjy Grinberg

      NEW TODAY … Philanthropy Corner: 7 California Businesses That Support Education

      January 20, 2021
      california-consumer-privacy-act

      How CCPA Has Impacted Businesses

      January 20, 2021

      California Business Journal | California Business News, California News Media, California business articles | Orange County, Los Angeles, San Diego, Inland Empire, Northern California, San Francisco | Huntington Beach CA 92649 | (949) 648-3815
      ALL RIGHTS RESERVED BY CALIFORNIA BUSINESS JOURNAL.
      Site Design by 1REALTOUR

      Search
        Generic filters
        • Front Page
        • Business
          • Insurance
          • Real Estate
        • Finance
        • People
        • Featured
        • Technology
        • Law
        • News
        • Human Interest
          • Food
          • Art & Culture
        • Education
        • Health & Fitness

        California Business Journal | California Business News, California News Media, California business articles | Orange County, Los Angeles, San Diego, Inland Empire, Northern California, San Francisco | Huntington Beach CA 92649 | (949) 648-3815
        ALL RIGHTS RESERVED BY CALIFORNIA BUSINESS JOURNAL.
        Site Design by 1REALTOUR

        Do NOT follow this link or you will be banned from the site!