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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.

Find Channel Islands Group employees' phone numbers or email addresses

Channel Islands Group Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Channel Islands Group's Leadership

  • Stylized image of a person
    R. C.
    Financial Advisor / Partner
  • Stylized image of a person
    M. C.
    Loan Processor
  • Stylized image of a person
    R. K.
    Water Treatment

Channel Islands Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Channel Islands Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. C.
    Financial Advisor / Partner
    United StatesCalifornia
    Apr 29, 2025
  • Stylized image of a person
    M. C.
    Loan Processor
    United StatesCalifornia
    May 21, 2025
  • Stylized image of a person
    R. K.
    Water Treatment
    United StatesCalifornia
    Oct 21, 2024

Frequently Asked Questions

What is Channel Islands Group known for?

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Channel Islands Group operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Channel Islands Group's company overview page for more information.

What is Channel Islands Group's most common email format?

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Channel Islands Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Channel Islands Group email formats with LeadIQ.

How many employees does Channel Islands Group have currently?

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Channel Islands Group has approximately 17 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Channel Islands Group's key employees and leadership?

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As of August 2026, Channel Islands Group's key employees include:

  • Financial Advisor / Partner: R. C.
  • Loan Processor: M. C.
  • Water Treatment: R. K.

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