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Natural Bridges Financial Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Natural Bridges Financial Advisors LLC is a fee-only financial planning firm based in downtown Santa Cruz, California, serving clients across Santa Cruz County, Silicon Valley, and Monterey County. The firm focuses on offering ongoing, objective financial planning guidance and investment management aimed at helping clients build, manage, grow, and protect assets through life’s transitions. Positioned within the financial services industry, the company targets individuals and households seeking independent planning and asset oversight without commissions, emphasizing ongoing advisory relationships. The business operates from its Santa Cruz location and emphasizes a localized reach, supporting clients through various stages of financial life with a steady, fee-based advisory model.

Find Natural Bridges Financial Advisors employees' phone numbers or email addresses

Natural Bridges Financial Advisors Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Natural Bridges Financial Advisors's Leadership

  • Stylized image of a person
    C. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Financial Planning Associate
    Phone icon
    Mobile Phone

Natural Bridges Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Natural Bridges Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. W.
    Owner
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 02, 2025
  • Stylized image of a person
    J. L.
    Financial Planning Associate
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Natural Bridges Financial Advisors known for?

Minus sign iconPlus sign iconNatural Bridges Financial Advisors was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 627 Center Street Santa Cruz, California 95060 United States; you can contact the main corporate office by phone at
+1-831-421-****
. Explore Natural Bridges Financial Advisors's company overview page for more information.

What is Natural Bridges Financial Advisors's most common email format?

Minus sign iconPlus sign iconNatural Bridges Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Natural Bridges Financial Advisors email formats with LeadIQ.

How many employees does Natural Bridges Financial Advisors have currently?

Minus sign iconPlus sign iconNatural Bridges Financial Advisors has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Natural Bridges Financial Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Natural Bridges Financial Advisors's key employees include:

  • Owner: C. W.
  • Financial Planning Associate: J. L.

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