Anabel Diaz-Garcia
Anabel Diaz-Garcia is a CFP-designated registered investment advisor at Natural Bridges Financial Advisors, based in Santa Cruz, CA, with 2 years of industry experience. Anabel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 80 clients with $160M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Natural Bridges Financial Advisors offers comprehensive financial planning for a fixed annual fee ranging from $12,000 to $50,000, payable quarterly. This includes scheduled meetings and consultations throughout the year covering various financial topics.
Location
627 Center Street, Santa Cruz, CA, 95060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Natural Bridges Financial Advisors
Previous Registrations
Beacon Pointe Advisors, LLC
Natural Bridges Financial Advisors
State Registrations1 state
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