Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Reeves O'Flaherty is a registered Investment Advisor Representative with Channel Wealth, LLC. Joseph has been a financial advisor for over 13 years, working at both Santa Barbara Asset Management, LLC, and Channel Wealth. Joseph specializes in providing financial planning and consulting services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning and consulting
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2
CA
01/01/2025 - Present
Channel Wealth, LLC (SANTA BARBARA CA)
IA
Issued 07/15/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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