Justin Anderson

Managing Partner / Wealth Advisor at Channel Wealth

Role
Managing Partner Wealth Advisor at Channel Wealth
Location
Santa Barbara, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Justin Anderson

20+ years experience in financial advisory services, CERTIFIED FINANCIAL PLANNER™…

Experience

  1. Managing Partner Wealth Advisor

    Channel Wealth

    Jul 2020 — Present · Santa Barbara County, CA, US

Skills

  • Financial Planners
  • Equities
  • Investment Strategies
  • Financial Modeling
  • Tax
  • Portfolio Management
  • Estate Planning
  • Investments
  • Series 7
  • Financial Analysis
  • Alternative Investments
  • Retirement Planning
  • Investment Advisory
  • Asset Managment
  • Mutual Funds
  • Wealth Management
  • Insurance
  • Risk Management
  • Asset Allocation
  • Strategic Financial Planning
  • Accounting

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