Christopher Wentzien (CFP®, CPA®, MBA)

Christopher Wentzien focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Natural Bridges Financial Advisors offers comprehensive, fee-only financial advice. We don't sell any financial products nor do we receive any commissions. Our only compensation is what you pay for our professional advice. Our complete focus is on what's best for you.

Additional Information

If you're like most people, you have several pieces of your financial plan in place - you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it's likely that each of these pieces was developed independently and at different times of your life. It's also likely that you've never had all the pieces reviewed by someone who wasn't trying to sell you something. Is it any surprise that you wonder whether you're on the right path and making the best possible progress? Natural Bridges Financial Advisors can help you address those concerns. Working together, we can reduce your financial worry and build for you a more secure, enjoyable future.

(Spanish translator available at no cost)

NAPFA Start Date

November 17, 2008

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This Office

627 Center St Santa Cruz, CA 95060-3804 Phone: (831) 421-0700 Fax: (831) 713-5579