About our guest…

Today's conversation features Anabel Diaz, CFP®, MSFP who is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from Golden Gate University.

She joined the Natural Bridges team in 2017, where she serves clients in a fiduciary, fee-only capacity. Anabel is also an Alliance of Comprehensive Planners member, along with being a member of the Santa Cruz County Women’s Council.

What we talked about…

🎙️Why she chose the CFP of all the available designations

🎙️What she did to prepare for exam including the education provider she used and how long it took her to prepare

🎙️How she felt about her failed 1st attempt at the exam and what she learned from it.

🎙️What it was like on the exam day and her strategy for tackling questions.

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