Channel Islands Group Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
Channel Islands Group is an employee-owned financial services firm based in Ventura, California. The team brings decades of experience and has deep ties to the local community, providing a range of professional services through independent practitioners. Independent professionals deliver financial, mortgage, and legal services from a single location, simplifying access for clients. Its service portfolio spans financial planning, insurance planning, wealth management, charitable planning, retirement planning, inter-generational wealth transfer, business succession, mortgage services, and tax planning strategies. The breadth of offerings covers planning and wealth strategies across personal and business contexts. In July 2021, Mariner Wealth Advisors announced plans to acquire Channel Islands Group.