20+ years experience in financial advisory services, CERTIFIED FINANCIAL PLANNER™ professional since 2005. Managing Partner of a leading transitional wealth/financial planning Santa Barbara based firm.My ensemble team at Channel Wealth concentrates on helping clients to navigate and plan for life's transitional financial events. Our practice focuses on comprehensive financial planning and assisting clients who are transitioning assets in retirement, divorce, inheritance, settlement or the sale of a business/real estate.Advisory Services offered through Channel Wealth, LLC, a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.