Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Christopher W

CFP®, Series 65

Santa Cruz, CA

Natural Bridges Financial Advisors

Christopher Wentzien is a CFP® with 12 years of industry experience. He has been with Natural Bridges Financial Advisors in Santa Cruz, CA since 2008. Natural Bridges Financial Advisors is a fee-only firm serving individuals and families with comprehensive financial planning and discretionary investment management. The firm uses tailored investment policy statements and primarily invests in low-cost ETFs and no-load mutual funds, operating with a fixed annual fee model rather than a percentage-of-assets approach.

General retirement planning Social Security optimization Medicare planning Charitable giving & philanthropy
user avatar
firm logo

Sarah B

CFP®

Santa Cruz, CA

Natural Bridges Financial Advisors

Sarah Brown is a CFP® professional with five years of experience at Natural Bridges Financial Advisors in Santa Cruz, CA. Prior to joining Natural Bridges, she worked at 1440 Multiversity and was involved with Luma Yoga. Natural Bridges Financial Advisors is a fee-only firm serving individuals and families with comprehensive financial planning and discretionary investment management. The firm emphasizes tailored investment strategies using low-cost ETFs and mutual funds, operating under a fixed annual fee model with a fiduciary standard.

General retirement planning Social Security optimization Medicare planning Charitable giving & philanthropy
user avatar
firm logo

Anabel D

CFP®

Santa Cruz, CA

Natural Bridges Financial Advisors

Anabel Diaz Garcia is a CFP® professional at Natural Bridges Financial Advisors with two years of industry experience. Her work history includes roles at Beacon Pointe Advisors LLC and Waypoint Wealth Partners, as well as a previous tenure at Natural Bridges Financial Advisors. Natural Bridges Financial Advisors is a fee-only firm serving individuals and families with comprehensive financial planning and discretionary investment management. The firm uses tailored investment policy statements and primarily invests in low-cost funds, operating with a fixed annual fee model and maintaining a fiduciary standard.

General retirement planning Social Security optimization Medicare planning Charitable giving & philanthropy
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")