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About Natural Bridges Financial Advisors…Taking the Worry Out of Your Financial Future Is Our Only Goal

Chris Wentzien

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Achieving your life goals is easier when your personal financial planner focuses on all areas of your financial life and is accessible when your life circumstances change. After all, financial planning is a process, not an event.

Hello, my name is Chris Wentzien and my firm is Natural Bridges Financial Advisors. I provide comprehensive financial planning for clients primarily in the Santa Cruz, Monterey and Santa Clara County areas. I founded Natural Bridges Financial Advisors on the premise that people should have access to competent, objective financial advice. As a client, you will be confident that you are receiving unbiased advice tailored to your needs. My compensation is not dependent on any investment product purchases.

Most of my clients had limited access to unbiased comprehensive financial planning. Many were turned-off by traditional wealth management firms or dealt with a stock broker, insurance agent, banker or financial advisor sales person who did not take a comprehensive view of their family finances and had conflicts of interest.

I hold a Bachelor of Arts in Economics from the University of California at Santa Barbara and an MBA from Westminster College. I am also both a Certified Public Accountant and Certified Financial Planner. Before starting my firm in 2008, I worked at a leading wealth management firm in Silicon Valley. I’m a member of the Alliance of Cambridge of Advisors (ACA), National Association of Personal Financial Advisors (NAPFA) and currently serve as the Vice-Chair for Public-Government Relations for the Silicon Valley Financial Planning Association (member of the Board of Directors in 2011).

My wife and I live with our teenage son and several rescued animals near the beautiful coastal area of Natural Bridges in Santa Cruz, California. I also have a daughter who is married and lives with her husband in Northern California. I am a former professional soccer player and one of the founders of the Santa Cruz County FC Revolution, a non-profit premier youth soccer club that targets low income children in Santa Cruz County. Check out our club website at sccfcrevolution.org.

When you work with us, you can expect:

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.