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!

sarah@naturalbridgesfa.com

Sarah lives on the Westside with her husband, two teenage daughters, one dog, two cats, and a cockatiel.  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 enrolled in the Personal Financial Planning Certificate Program at UCSC Silicon Valley Extension.  She plans to sit for the CFP exam in 2023.
• She holds a BA in Art History from Barnard College.
• Member of the FPA

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...

Roller skating, hiking, or at the Farmer's Market

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!