Wealth Advisor / Partner
Justin specializes in retirement planning and income strategies, and designs custom solutions and investment advice specific to each client’s financial situation. Prior to joining CHANNEL Wealth, Mr. Pollack spent 15 years as a Financial Advisor and Branch Manager for AG Edwards, Wedbush Securities, and most recently AmeriFlex.
Mr. Pollack earned his Bachelor’s degree from UC Santa Barbara, where he majored in Sociology. Mr. Pollack holds the following FINRA securities licenses: Series, 7, 9, 10, 31 and 63, his California Life Insurance license, and is a
Retirement Income Certified Professional (RICP)
When asked about his clients Justin replied, “Each client’s situation is unique and I tailor each strategy to meet that need, from retirement to college planning. My client relationships are built upon a foundation of trust, which is the cornerstone in developing life-long relationships.”