Ross and his ensemble team at CHANNEL Wealth specialize in helping clients to navigate to and through life’s transitional financial events. His practice focuses on comprehensive financial planning for families, individuals and businesses.
Mr. Anderson graduated from UC San Diego in 2001. He went on to acquire his CFP (Certified Financial Planner) accreditation along with his CFF (Certified Financial Fiduciary) designation. He also holds FINRA Series 7 and 66 licenses. Ross is active in the Orange County community, serving as the Chair of the Foundation Board for Good Shepherd Lutheran Church and on the executive committee of his ProVisors group.
When asked about his clients Ross replied, “I love that every client has their own unique goals and challenges and are at different stages in their lives. It is rewarding to be able to empower them to make smart financial decisions so they can live their best life.”