Channing Lindsay - Private Client Advisor

Investing
As a Private Client Advisor with over 15 years in the banking industry, I specialize in creating customized retirement and investment plans for affluent clients. You will get personalized attention that identifies your needs, plans the future and manages goals as they change along the way. Life is constantly ushering in new challenges. It’s our goal to partner with you, so that you can greet each day knowing that a plan is in place to identify financial needs, opportunities and manage your future.

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1. Newport Beach, California