We're 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.
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.
"Carpe diem. Seize the day, boys. Make your lives extraordinary." - Robin Williams, Dead Poets Society
Learn how to speak Spanish.
Mohammed Ali – A man who backed up what he said and risked everything for what he believed in.
Walking on West Cliff.
Disadvantaged kids, and sports.
I make killer mashed potatoes!
Anabel is a Watsonville native and is driven by a desire to give back to her community.
Prior to joining Natural Bridges Financial Advisors, Anabel served as a program manager for a local non-profit who help children with cancer and life-threatening illnesses, and was presented with the Cesar Chavez award from the City of Watsonville in recognition of her community service. Anabel enjoys spending her free time reading and horse jumping. Her favorite donut is a good old fashioned Old Fashioned.
Guns, Germs and Steel by Jared Diamond because it introduced me to the world of economics in an interesting and fascinating way.
"Sometimes, it’s the boring stuff I remember the most." -Russell from the Pixar movie UP
I can put my foot behind my head!
Learn how to swim.
Always lend a hand when others need it the most.
Moana opened her first Roth IRA when she was twenty, and has always loved learning about how finance works. After working as a high school math teacher in the Bronx, she moved to San Diego where she taught swing dancing and headed a SAT/math/science tutoring center. She has written and published twenty-five romance novels. Currently she lives in Felton with her husband and her toddler, where she likes to dance Zumba and volunteer with the Friends of the Felton Library.
She will fight Chris to the death for the last maple donut in the box.
My financial role model is Jack Bogle, who invented index funds and single-handedly made investing accessible to regular people. My life role model is my cat Bean, who is super happy just chasing balls and napping all day long.
"You just keep thinkin', Butch. That's what you're good at." - Robert Redford, Butch Cassidy and the Sundance Kid
I'm a pretty mean ping pong player.
Travel into outer space so I can float around in zero gravity.
Le Petit Prince, by Antoine de Saint-Exupéry. My mom read this to me as a kid, and every couple of years I reread it and get something new out of it.
Wait, I have more books. 100 Years of Solitude by Gabriel Garcia Marquez. And Siddhartha by Hermann Hesse. The Shipping News, by Annie Proulx. Ooh, and Godel, Escher, Bach by Douglas Hofstadter. Basically anything by Hofstadter. Or Terry Pratchett. Or Italo Calvino.
Malaria prevention (my mom got it twice!) and access to education.
"When I have a little money, I buy books; and if I have any left, I buy food and clothes." - Desiderius Erasmus.