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Optivest Foundation Recognized as Top Orange County Foundation

Featured in Orange County Business Journal (OCBJ) on September 3, 2018

The Optivest Foundation is included in the top private philanthropic organizations in Orange County for 2018, based on its generous contributions made to ministry partners and Christian philanthropies throughout Orange County in 2017. The Optivest Companies (Optivest Wealth Management, Optivest Properties, Optivest Investment Banking and Optivest Retirement Strategies) all tithe 10% of gross revenue to the Optivest Foundation for distribution to Christian ministries locally and across the globe.

Optivest Foundation “Why Wall”

Mark Van Mourick, Founding Partner of Optivest Wealth Management alongside Letitia Berbaum, Wealth Advisor, proudly showcase the Optivest Foundation Why Wall in the Optivest corporate office in Dana Point. This Why Wall highlights specific projects, families and initiatives the Optivest Foundation has supported locally and stands to reiterate the bedrock of the Optivest businesses.

Click Here to view The List: 2018 OC Corporate, Private Foundations

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