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Category: Press & Events

LA Times – Banking and Finance 2024

Read the article here: https://www.latimes.com/b2bpublishing/banking-and-finance-trends-updates-and-2024-visionaries/letitia-berbaum

LA Times – OC Visionaries 2023

LA Times – OC Inspirational Women 2023

Read more here.

Orange County Business Journal- Excellence in Entrepreneurship Honoree

Letitia Berbaum Receives Women of Achievement Award

Letitia Berbaum receives the Woman of Achievement Award from the California State Legislature.

Letitia Berbaum Featured in Forbes

Read the write up on Forbes here.

Letitia Berbaum Earns CEPA Designation

Planning An Estate: How A True Wealth Financial Binder Can Help (Forbes Featured Article)

Read the full article here.

Orange County Business Journal – Distinguished Leaders in Wealth Management Honoree

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Letitia Berbaum

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  • Our Team
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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.

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.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

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