We're proud to be fee-only fiduciaries - that means we're always on your side. We hate high investment fees and love nerding out on tax plans. And we can't wait to meet you.
Your local financial advisors.
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Chris Wentzien, CFP®, CPA/PFS, MBA
President, Soccer Fiend, Top Banana
chris@naturalbridgesfa.com
Chris rides his bike to work every day and loves the Santa Cruz lifestyle. As far as we know, there is nothing in his closet but Hawaiian shirts. He used to play professional soccer, and he helped found the Santa Cruz County FC Revolution - a non-profit premier youth soccer club working with underserved children in Santa Cruz County.
His favorite donuts are maple, even though he says he's trying to eat healthier.
Financial Background:
- Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant and Personal Financial Specialist (CPA/PFS).
- He holds a BA in Economics from the University of California at Santa Barbara and an MBA from Westminster College.
- He taught at the UCSC Extension Silicon Valley Personal Financial Planning Department.
- He was a Board Member of the Silicon Valley Financial Planning Association.
- Chris was on the Board of Directors for the Alliance of Comprehensive Planners (ACP), a nationwide non-profit community for financial planners, and was the 2020 ACP President.
- He is currently a member of the American Institute of Certified Public Accountants (AICPA), National Association of Personal Financial Advisors (NAPFA) and Alliance of Comprehensive Planners (ACP).
What’s your favorite movie quote?
"Carpe diem. Seize the day, boys. Make your lives extraordinary." - Robin Williams, Dead Poets Society
What’s one thing on your bucket list?
Learn how to speak Spanish.
Who is your role model, and why?
Mohammed Ali – A man who backed up what he said and risked everything for what he believed in.
On Friday nights, you can usually find me...
Walking on West Cliff.
What are some causes you care about?
Disadvantaged kids, and sports.
What’s your secret superpower?
I make killer mashed potatoes!
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Sarah Brown, CFP®
Financial Planner, Yogi, Dog Whisperer
sarah@naturalbridgesfa.com
Sarah specializes in helping families save for college and retirement. She lives on the Westside with her husband, two teenagers, one dog, and two cats. Prior to joining Natural Bridges Financial Advisors, Sarah worked at a non-profit immersion learning center. She is a certified yoga teacher and enjoys practicing yoga and meditation at home. Sarah is dedicated to helping people live their best lives through good financial planning.
Sarah will eat a donut when pressed, but she is really a cookie monster.
Financial Background:
- Sarah is a CERTIFIED FINANCIAL PLANNER™ professional.
- Sarah completed the Personal Financial Planning Certificate Program at UCSC Silicon Valley Extension.
- She holds a BA in Art History from Barnard College.
- Sarah is currently a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) , and Alliance of Comprehensive Planners (ACP).
What’s your favorite book?
Salvage the Bones by Jesmyn Ward
What’s one thing on your bucket list?
Travel to Machu Piccu.
On weekends, you can usually find me...
Hiking, gardening, or reading a book
What are some causes you care about?
Racial Justice, Anti-Racism work, and Zero Waste living
What’s your secret superpower?
I am a whiz at identifying dog breeds!