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Windsor, CA Office

Team
Updated today

Client AUM

$1,942,322,392

Clients

1,242

Advisors

3

Of 23 advisors across 20 offices

Location

Windsor CA

Advisors at this office

3

Advisors at this office

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Christopher P

Series 65

Windsor, CA

Natural Investments

Christopher Peck is a financial advisor at Natural Investments with 20 years of industry experience. He holds a Series 65 designation and has been with Natural Investment Services, Inc. since 2003. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and community investments, managing approximately $2.05 billion through a team of 24 advisors.

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Women Professionals African Americans/Black Gen Y/Millennials (Born 1980-1995) Values-based investing
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Carrie V

Series 65

Windsor, CA

Natural Investments

Carrie Vanwinkle is a financial advisor at Natural Investments with 14 years of experience. She holds a Series 65 designation and has worked at Natural Investments since 2012. Outside of advising, Carrie owns and operates Fleur-De-Bee Beekeeping, where she provides education and consulting focused on supporting a healthy honeybee population. Natural Investments is a values-focused firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and socially responsible investing, managing approximately $2.05 billion across a team of 24 advisors.

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Women Professionals African Americans/Black Gen Y/Millennials (Born 1980-1995) Values-based investing
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Tiffany B

Series 65

Windsor, CA

Natural Investments

Tiffany Brown is a financial advisor at Natural Investments with nine years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018. Prior to that, she was with Reynders, McVeigh Capital Management from 2016 to 2018. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and community investment instruments.

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Women Professionals African Americans/Black Gen Y/Millennials (Born 1980-1995) Values-based investing
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