CHANNEL: To serve as a medium for
Our company is focused on providing high level financial planning and wealth management advice. We thrive on having an impact in our clients lives by bringing clarity to their circumstances. If we are doing our job right we are able to help people understand and connect to their finances in a positive and productive way so that they understand where they are now and where they want to be in the future.
Financial Planning Is The Backbone
Having a financial plan provides context that investors need to make informed decisions. It is at the root of everything we do.
Financial Planning Explained
See how we utilize technology to bring clarity and simplicity to complex situations.
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How to Work With Us
It starts with a conversation. Our team approach is unique; we have five dedicated partners who work together to serve your needs.
Risk Managment
This is how we help clients assess and understand risk vs. reward and how it relates to their specific portfolio.
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Understand Your Relationship With Market Risk
You can take our survey to see if you are taking more (or less) risk in your accounts than you think you are. Draw down analysis is important to make sure you can stay the course during volatile markets.
Case Studies
Qualified Plans
Design and Management
We can help business owners and independent contractors design, implement and manage their qualified plans to optimize tax efficient contributions for them and their employees.
Retirement
Creating a financial plan and matching your needs with your resources and investment plans over time is the best way for investors to feel confident before and during retirement.
Business Owner Succession Plans
We work with business owners and their trusted advisors to help outline how they can transition their largest asset - their business - either within their family or through a sale. We show how these changes affect them directly and what it means over time.
Fiduciaries & Trustees
We work with private fiduciaries and trustees to help manage client assets and produce reporting that fulfills their unique needs.
Concentrated Stock Positions
We create strategies with shareholders of concentrated stock positions to help mitigate taxes and single stock risk. We are also sensitive to reporting requirements for 144 shareholders.
Our Team
Justin Anderson, CFP, CLU, CRC
Wealth Advisor / Partner
Justin and his ensemble team at CHANNEL Wealth specialize in helping clients to navigate and plan for life’s transitional financial events. Their practice focuses on comprehensive financial planning and assisting clients who...
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Dawnielle Brownell
Director of Operations
As Director of Operations, Dawnielle Brownell is responsible for managing the operations team and the overall client experience at CHANNEL Wealth. Her main focus is to ensure our clients’ needs...
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Sandra Linares
Client Services Representative
Sandra Linares joined our Operations team in 2019 and is responsible for the onboarding of our new clients as well as supporting all our existing relationships. Her experience includes over...
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Justin Pollack, RICP
Wealth Advisor / Partner
Justin specializes in retirement planning and income strategies, and designs custom solutions and investment advice specific to each client’s financial situation. Prior to joining CHANNEL Wealth, Mr. Pollack spent 15...
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Maxwell Phillips, AIF
Wealth Advisor / Partner
Maxwell Phillips primarily works with clients who are facing transitional events – loss of loved one, change of career, sale of a home, sale of business, or other sudden windfalls....
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Stacie Schuck
Office Manager
Stacie Schuck is our delightful Office Manager and is trusted with providing our clients with the best possible experience. Stacie was born and raised in St. Louis, Missouri...
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Chris Snowden, MBA, AIF
Wealth Advisor / Partner
Christian Snowden specializes in working with clients who are in transition, such as those navigating career changes, business succession or retirement. His experience in running and working with small businesses...
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Maria Vallejo-Meza, RICP
Financial Paraplanner
Maria Vallejo-Meza has been in the financial industry since 2013, after studying Business Administration and Economics at Santa Barbara City College and CSU Channel Islands. Her experience includes bi-lingual 401(k)...
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Brett Weichbrod, MBA, RICP
Wealth Advisor / Partner
Brett earned his B.S. from the University of San Diego in business and finance and completed his master’s in business, with a finance emphasis, from Pepperdine University. His experience includes...
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Ross Anderson, CFP, CFF, CMFC
Wealth Advisor
Ross and his ensemble team at CHANNEL Wealth specialize in helping clients to navigate to and through life's transitional financial events. His practice focuses on comprehensive financial planning for families,...
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Joseph R. O'Flaherty
Chief Investment Officer / Wealth Advisor
As Chief Investment Officer, Joe leads portfolio management,
trading, research and market analysis for the firm’s advisor teams and
clients. In addition, Joe collaborates
to deliver comprehensive financial planning to client families and...
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Scott Teter
Wealth Advisor
Scott Teter has been providing investment advisory and wealth management services to his valued clients since 1987. He has devoted his professional career to helping his clients address their investment...
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Financial Planning Schedule
We address financial planning considerations throughout the year on a rolling schedule. Here is an example of some of the conversations we are having:
Q2
Risk Assessment
After the fastest crash and recovery in history, it is a good time to make sure you understand how much risk you carry in your accounts. It is also a great opportunity to make adjustments if you felt over or under exposed as the markets went down and up.
Q3
Beneficiary Review
It is important to know that your beneficiary information is current. We provide you with a comprehensive list of your account beneficiaries and help you to make adjustments if needed for any reason.
Q4
Tax Loss Harvesting and Rebalancing
As we begin to close on another calendar (tax) year it is important to make sure we are harvesting losses where possible to provide tax efficient returns while maintaining liquidity and flexibility.
Q1
Financial Plan Update
New year means a refreshed look at what your goals are. It is an optimal time to reflect on how your financial plan is going and to continue to strive for new goals and practices.
CHANNEL Wealth
Address:
3700 State St, Suite 240
Santa Barbara, CA. 93105
8:30a - 5:00p M-F
Phone: 805-898-0893