Anabel Diaz
CFP®
Natural Bridges Financial Advisors
Financial Planning Associate
Anabel Diaz
CFP®
Natural Bridges Financial Advisors
Financial Planning Associate
Helping you live the best life possible with the money you have. - Anabel Diaz, CFP®
Fee-Only financial planner located in Santa Cruz, CA, serving clients locally and across the country
Anabel Diaz is a Santa Cruz, CA fee-only financial advisor serving clients locally and across the country. Natural Bridges Financial Advisors provides comprehensive financial planning, tax planning, and retirement planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anabel Diaz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Anabel Diaz is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from Golden Gate University.
Anabel joined the Natural Bridges Financial team in 2017, where she serves clients in a fiduciary, fee-only capacity. Anabel is a member of the Alliance of Comprehensive Planners- a community of tax-focused financial planners operating under the retainer model.
Before joining Natural Bridges, she served as a program manager for a local non-profit that helps children with cancer and life-threatening illnesses. She continues to give back to her community by volunteering with United Way's VITA program preparing tax returns, and Eden Housing as a financial coach.
In her spare time, Anabel enjoys reading, gardening, and horse riding.
Anabel Diaz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Natural Bridges Financial Advisors helps empower clients to take control of their financial lives, reduce worry and build for a more secure, enjoyable future.
We offer comprehensive, fee-only financial planning advice and investment management services. We don't sell financial products, charge commissions or accept referral fees. Our only compensation is what you pay us for our professional advice.
We work best with individuals and families seeking advice on a wide variety of financial planning issues. These are people who are seeking financial planning advice for the first time or have felt like a small fish in a big pond with other financial advisory companies.
Natural Bridges Financial Advisors offers highly personalized service with a complete focus on what's best for you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Anabel Diaz is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Anabel Diaz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Anabel Diaz is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
Contact Anabel Diaz
Office Locations:
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627 Center St
Santa Cruz, CA 95060
