Letitia S. Berbaum, AIF®, CEPA®
Wealth Advisor | Financial Advocate | Dedicated Community Leader
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Serving Clients Nationwide
Wealth Advisor | Financial Advocate | Dedicated Community Leader
Areas of Focus
- Business Owners
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- High Net Worth
- Insurance
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Taxes
- Women & Wealth
About Letitia S. Berbaum, AIF®, CEPA®
Letitia Berbaum AIF®, CEPA®, is the Founder and Wealth Advisor for Blue Sands Wealth. Her dedication to delivering investment and strategic planning for her esteemed clientele is results-driven and personalized.With a passion for guiding clients through the intricacies of investing, Letitia specializes in wealth management, strategic planning, and wealth transfer strategies, with a keen focus on aiding business owners seeking exit plans. Additionally, she provides insightful support for widows managing their financial affairs independently.
Often referred to as the “voice of reason,” Letitia derives immense satisfaction from educating clients on tools and resources aimed at achieving rewarding, long-term outcomes. Her greatest fulfillment lies in empowering others with essential insights, enabling them to make informed decisions that directly influence their financial futures and propel them toward their goals.
Before founding Blue Sands Wealth, Letitia gained experience as a Co-Founder at The Zandbergen Group, and at Optivest Inc., where she also held roles as Financial Advisor at LPL Financial and Wells Fargo. Through these positions, she cultivated a multifaceted skill set that inspired her desire to lead as an entrepreneur.
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.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Certified Exit Planning Advisor (CEPA)
Affiliations
- 100 Women in Finance
Primary Location
100 Spectrum Center Drive, Suite 900, Irvine, CA 92618
Additional Locations
📍 160 Second Street Suite 108 Ketchum, ID 83340
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Blue Sands Wealth
Blue Sands Wealth is a wealth advisory firm offering a range of services, advice, and investment solutions designed to support clients’ financial goals and interests.Our approach focuses on integrating advanced planning strategies for tax efficiency, wealth transfer, and philanthropy. Additionally, we offer management and coordination of clients’ professional services networks to help streamline financial decisions.
Vision Planning
We start with holistic financial planning to create your roadmap with a step-by-step process that supports achieving your long-term goals. Some of the questions we help address are:
▪️ How soon can you retire?
▪️ Are you on track in reaching your financial goals?
Risk Management
There is an inherent risk with investing. Understanding your personal risk tolerance is important with the overalll investment strategy to ensure your investments are aligned with your short and long-term objectives. Some questions to consider when navigating risk include:
▪️ Are there investments at a risk level you are comfortable with?
▪️ How much time do you have until you need to take income from your investments?
▪️ Are your loved ones protected in case something happens to you?
Wealth Transfer
Whatever stage you are in, we focus on creating wealth management plans that provide tools and strategies you need to plan for the future. Whether your priority is to spend with your family, start a business, retire comfortably, engage philanthropically or transfer wealth to your children, we strive to assist you in achieving your goals.
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Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Blue Sands Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
Education
Cal State Fullerton, College of Business and Economics, B.A, Business Administration
Hobbies and Interests
- Family
- Skiing
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Widow
- Women Professionals
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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
