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
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Primary: (831) 421-0700
Mobile: (831) 332-5614
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BOARD OF DIRECTORS
Student Membership Committee
ACP System Committee
Platinum Contributor

Bio

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 in Salt Lake City.

He is a member of the AICPA Personal Financial Planning Section and NAPFA. He is a former 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.

Chris lives in Santa Cruz, Ca with his wife Vilma. He has two adult children and two grandchildren.

As a former professional soccer player, Chris is one of the founders of a non-profit soccer club that works with underserved children in his county. When not working, Chris enjoys spending time with his kids and grandkids, hiking, biking and anything sports related. He is also a season ticket holder and fanatic of the San Jose Earthquakes professional soccer club, his former team.

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