Maria Vallejo Meza, Wealth Advisor at Channel Wealth, was recently featured in the Pacific Business Times through Women & Co.’s Women & Wealth Q&A panel.
In the feature, Maria shares a practical approach to wealth management in Santa Barbara: clarify your financial “why,” break goals into manageable steps, and schedule consistent check-ins to track progress and adjust over time.
For individuals and families seeking Santa Barbara financial planning and long-term strategy, her perspective offers a clear framework for staying aligned with what matters most.