Letitia Berbaum 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. Often referred to as the “voice of reason,” Letitia enjoys educating clients on the tools and resources that can be implemented to work toward a rewarding outcome and 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 work towards their goals is priceless.
Prior to joining the seasoned team at Optivest Wealth Management, Letitia served as a Financial Advisor at LPL Financial and Wells Fargo. During her tenure in her previous roles, she developed a multi-faceted skillset that adds value and strength to her role today within Optivest.
A graduate from California State University, Fullerton with a B.S. in Business Administration and a concentration in Finance, she is also an active member of local and philanthropic communities. Letitia currently serves on the Council of the Orange County United Way Emerging Leaders and is a member of the Orange County United Way Women’s Leadership Council in addition to supporting causes such as cancer research, children’s education and local poverty. Letitia has earned her AIF designation and holds both Series 7 and 66 securities registrations, as well as Long Term Care Insurance, Life & Health, and Insurance licenses. A proud mother of two, in her free time she enjoys spending time with her husband and kids while exploring new places via travel.