Letitia Berbaum, AIF®
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.
At Optivest, our mission is simple: to guide our clients to a more secure and prosperous financial future. With deep-rooted experience and disciplined vision, we’ll provide the expertise you need to turn the success you’ve earned into the peace of mind you deserve.