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. He enjoys helping clients make educated decisions for their financial well-being. He specializes in combining his personable communication style and advanced planning techniques, to provide clients with a financial road map through retirement.
Max received his education at UC Santa Barbara where he majored in Economics. Max holds the following FINRA securities licenses: Series 6, 7, 63, 66, in addition to his California Life Insurance license.
When asked about his clients Max says, “No two are alike and each day at CHANNEL Wealth is different, which makes my work enjoyable and challenging. It’s rewarding to work with people and educate them on ways to help them as they strive toward their goals. I’m honored and humbled by their trust in me."