CFP, CLU, CRC
Wealth Advisor / Partner
Justin and his ensemble team at CHANNEL Wealth specialize in helping clients to navigate and plan for life’s transitional financial events. Their practice focuses on comprehensive financial planning and assisting clients who are transitioning assets in retirement, divorce, inheritance or the sale of business.
Mr. Anderson graduated from UC Santa Barbara in 2001, where he obtained his B.S. in Business/Economics, with an emphasis in accounting. He went on to acquire his CFP® accreditation from the American College. Justin is active in the Santa Barbara community where he previously instructed students in finance at Santa Barbara City College. In addition, he is Treasurer/Finance Committee Chair for MOXI, The Wolf Museum of Exploration + Innovation.
Justin also participates in the UCSB Alumni Association, and the Financial Planning Association. Justin says he is proud of “The collaborative spirit of the CHANNEL Wealth team, which is essential for helping our clients reach their financial goals.”