0/About

Our Vision

Financial Planning is all about peace of mind.  We strive to help our clients envision, define and reach their unique financial goals.

Our Goal

Natural Bridges Financial Advisors is committed to providing comprehensive and collaborative financial planning and investment management to our community with integrity, transparency and honesty. 

Our Model

We work with clients through a transparent and comprehensive Annual Retainer Model.  We do not charge a separate fee to manage assets or prepare taxes within our Annual Retainer.  In addition to our comprehensive Annual Retainer we offer both a Limited Retainer and a single visit Financial Review. 

Who We Are

Natural Bridges Financial Advisors is an independent Registered Investment Advisory Firm and operates under a fiduciary duty to all of its clients.  This means that all recommendations are made with the best interests of our clients in mind. As fee-only advisors, we are compensated entirely through transparent retainer fees and never receive commissions or transaction fees.  Our Brochure   Our Privacy Policy   Our Pledge 

 

 

 

 

 

  

 


CHRIS WENTZIEN, CFP®,CPA, MBA

Chris is the founder and principal of Natural Bridges Financial Advisors. He holds a BA in Economics from the University of California at Santa Barbara and an MBA from Westminster College. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant (CPA). Prior to starting his own firm in 2008, Chris worked at a leading Silicon Valley wealth management firm. He is currently an instructor at the UCSC Extension Silicon Valley Personal Financial Planning Department. He has also served on the Board of Directors for the Silicon Valley Financial Planning Association. As a former professional soccer player, Chris is one of the founders of the Santa Cruz County FC Revolution, a non-profit premier youth soccer club working with underserved children in Santa Cruz County.

 

ANABEL DIAZ- A.A ECONOMICS 

Anabel is a Watsonville native and is driven by a desire to give back to her community. She is a student at the University of California, Santa Cruz, majoring in Economics. Anabel was presented with the Cesar Chavez award from the City of Watsonville in recognition of her community service. She served as Vice Mayor and as Mayor for the Youth City Council in Watsonville, and participated in the Violence Prevention Task Force for Santa Cruz County. She has volunteered at the United Way of Monterey County, assisting low-income families with preparing their taxes, and with the Senior Analyst for the City of Watsonville, helping minority-owned businesses with marketing and financial services. In addition to her studies and volunteerism, Anabel served as a program manager for a local non-profit who help children with cancer and life-threatening illnesses. In order to improve the quality of life for children with cancer and support their families in the challenges they face.