Natural Bridges Financial Advisors

Natural Bridges Financial Advisors (CRD# 148056) is a financial advisory firm headquartered in Santa Cruz, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Natural Bridges Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Sharon L. Lacy
CRD#: 5325297
627 Center Street, Santa Cruz, CA 95060
96
Wealthminder
score

Sharon Lacy (CRD# 5325297) is an Investment Advisor Representative working at Natural Bridges Financial Advisors in Santa Cruz, CA and has over 11 years of experience in the finance industry. Sharon Lacy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher L. Wentzien
CRD#: 4836951
627 Center Street, Santa Cruz, CA 95060
96
Wealthminder
score

Christopher Wentzien (CRD# 4836951) is an Investment Advisor Representative working at Natural Bridges Financial Advisors in Santa Cruz, CA and has over 13 years of experience in the finance industry. Christopher Wentzien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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