Channel Wealth Expands in Santa Barbara After Reaching $1B AUM
Channel Wealth was featured in the Pacific Coast Business Times after announcing it has surpassed $1 billion in client assets (as of November 2025) and is expanding with a new State Street office—reinforcing its long-term commitment to the Santa Barbara community. The firm, founded in 2020, provides comprehensive portfolio management and personalized financial planning to […]
Maria Vallejo Meza Featured in Pacific Business Times
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 […]