Channel Wealth, LLC

Ross Anderson is a CFP® professional with 16 years of industry experience. He is currently with Channel Wealth, LLC, where he has worked since 2022, and previously held roles at Ameriflex Financial Services and SagePoint Financial from 2013 to 2022. Anderson serves on the board of the Good Shepherd Lutheran Church Foundation, which manages the allocation of the foundation’s funds. Channel Wealth provides investment management and financial planning services to individuals, institutions, trusts, and retirement plans. The firm employs a blend of active and passive investment strategies, incorporating various analytical techniques and portfolio construction principles to tailor solutions to client objectives.

Brett Weichbrod is a financial advisor at Channel Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial and Stride Investment Management, LLC. He serves on the boards of Domestic Violence Solutions and the Santa Barbara Executive Roundtable. Channel Wealth provides investment management and financial planning to individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of active and passive strategies, incorporating fundamental and technical analysis, tactical asset allocation, and alternative investments to build customized portfolios monitored regularly.

Maxwell Phillips is a financial advisor at Channel Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial for 10 years. Outside of his advisory role, he is a trustee involved in correspondence with a property manager and partner, and he operates as a sole proprietor insurance agent. Channel Wealth provides investment management and financial planning services to individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of active and passive strategies, incorporating various analytical techniques and portfolio construction methods to align with client objectives.

Justin Anderson is a CFP® professional with 23 years of industry experience, currently serving at Channel Wealth, LLC since 2022. His prior experience includes roles at The Ameriflex Group, Inc., SagePoint Financial, and Ameriflex Financial Services. Outside of his advisory work, he serves as Finance Chair and Treasurer for the MOXI Museum, a non-profit children's museum in Santa Barbara. Channel Wealth provides investment management and financial planning services to individuals, institutions, trusts, and retirement plans. The firm employs a blend of active and passive strategies with portfolio construction guided by Modern Portfolio Theory, customizing portfolios to client objectives and monitoring them regularly.

Maria Vallejo Meza is a financial advisor at Channel Wealth, LLC with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at SagePoint Financial for seven years. Outside of advisory work, she is a California Notary Public. Channel Wealth, LLC provides investment management and financial planning services to individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of active and passive strategies customized to client objectives, offering both discretionary and non-discretionary portfolio management along with consulting and oversight of independent managers.

Christian Snowden is a financial advisor at Channel Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for eight years before joining Channel Wealth in 2022. Snowden also serves on the board of directors for The Friendship Paddle, a nonprofit that organizes fundraising events, and operates a sole proprietorship as an insurance agent. Channel Wealth is a 10-advisor team providing investment management and financial planning to individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of active and passive strategies, incorporating various analytical techniques and portfolio construction methods tailored to client objectives.

Joseph O'Flaherty is a financial advisor with Channel Wealth, LLC in Santa Barbara, CA, holding a Series 65 designation and 15 years of industry experience. He has worked at Channel Wealth since 2022 and concurrently at Santa Barbara Asset Management, LLC since 2009. Channel Wealth is a 10-advisor team managing over $800 million in assets, providing investment management and financial planning to individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of active and passive strategies, utilizing fundamental and technical analysis along with tactical asset allocation to customize portfolios according to client objectives.

Justin Pollack is a financial advisor with Channel Wealth, LLC in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Sagepoint Financial for seven years before joining Channel Wealth in 2022. Outside of his advisory role, Pollack provides insurance services through a sole proprietorship, serves on the audit committee for the Paul and Patricia Bragg Foundation, and appeared with his family in a local commercial for Cox Communications. Channel Wealth serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering a range of investment management and advisory services. The firm employs diversified portfolios combining active and passive strategies, integrating fundamental and technical analysis, and may utilize options and alternative investments where appropriate.