#5 Chad Willardson, the secrets to becoming financial savvy regardless of the circumstances

Chad Willardson began his career as a financial advisor working in the top wealth management division for Merrill Lynch. After a successful nine year career where he ranked in the top two percent of financial advisors worldwide. He decided it was time for him to start a his own company where he works in the interest of his clients and not for a big firm. The client comes first, not the product. Analyzing their needs rather than pushing unnecessary items on them, is what drove Chad’s previous clients to look for him. Pacific Capital has been a huge success and Chad is using his business to actually helping others with his great team. 

Outside of Pacific Capital, Chad is the Treasurer for the City of Corona. The City's population is at 168,000 people and continues to rise each year. Chad donates his time to the city and manages over $300 million dollars.

You can schedule a time with Chad and his team at Pacific Capital here

If you want to connect with me, Poya, you can reach me on LinkedIn or Twitter.