Scott Teter has been providing investment advisory and wealth management services to his valued clients since 1987. He has devoted his professional career to helping his clients address their investment and retirement planning goals.
Scott finds the collaborative team approach at Channel wealth unique in our industry. We offer solutions to client’s transitional life events. He works with avaried clientele of business professional and retirees with a focus on helping physician’s wealth and financial planning needs.
Scott holds a degree in Political Science with an emphasis in business from University of California at Santa Barbara. He is an Investment Advisor Representative and registered principal, holding the following FINRA securities licenses Series 63, 65, and 24 securities and a California insurance license.