Profile

Chris Wentzien, CFP®, CPA/PFS, CPA, MBA

Principal,
Natural Bridges Financial Advisors LLC

Contact Details

Natural Bridges Financial Advisors LLC
627 Center Street
Santa Cruz, CA 95060
Google Map Icon
Primary: 831.421.0700
Mobile: 831.332.5614
Ribbons
BOARD OF DIRECTORS
Student Membership Committee
ACP System Committee
Platinum Contributor

Bio

Natural Bridges Financial Advisors helps empower clients to take control of their financial lives, reduce worry and build for a more secure, enjoyable future.

We offer comprehensive, fee-only financial planning advice and investment management services. We don't sell financial products, charge commissions or accept referral fees. Our only compensation is what you pay us for our professional advice.

We work best with individuals and families seeking advice on a wide variety of financial planning issues. These are people who are seeking financial planning advice for the first time or have felt like a small fish in a big pond with other financial advisory companies.

Natural Bridges Financial Advisors offers highly personalized service with a complete focus on what's best for you.

Please contact us for a complimentary initial consultation.

Professional Credentials/Designations

  • CFP®
  • CPA
  • CPA/PFS
  • MBA

Serving Clients Living In

  • CA

Engagements Offered

  • One-Time Reviews
  • Open Retainers

Education-College/University

  • Westminster College

Education-Degree/Major

  • MBA, Accounting

Education2-College/University

  • UC Santa Barbara

Education2-Degree/Major

  • Business Economics

Custodians Used

  • SSG

DFA Advisor

  • Yes

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Professional Associations

  • NAPFA

Other Associations

  • Silicon Valley Financial Planning Association 2004 - 2011

Background

  • Other

Job History

Natural Bridges Financial Advisors
Principal
Santa Cruz, CA, United States
December 2008 - present