Author: Chad Willardson, CFF, CRPC

About Chad Willardson, CFF, CRPC

Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. Alongside being one of the top wealth management experts in the country, Willardson is also the Co-Founder of GravyStack, a banking app for kids and teens, the Best-Selling Author of "Smart, Not Spoiled,” and Co-Host of "The Smart Money Parenting Show" #2 Podcast on Apple worldwide for Parenting, Kids & Family.

Experience

Chad Willardson has been in the financial world for the past 20+ years helping 8 and 9 figure entrepreneurs enjoy increased lifestyle and financial freedom. He founded Pacific Capital in 2011. He is known as being an entrepreneur and starting several ventures, primarily in the financial space. He is also the Elected City Treasurer of the City of Corona since 2016.

Education

Received his Certified Financial Planner (CFP) Program from Boston University. Graduated with a Bachelors of Economics from Brigham Young University. Attended Harvard Business School Executive Education program in Business Leadership and Cognitive Psychology.

Expertise

Financial Adviser and Strategic Financial Coach.

Certifications

Certified Financial Fiduciary (CFF) Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation - Issued onJanuary 17, 2007 Accredited Wealth Management Advisor™ or AWMA™ Professional Designation - Issued onMarch 16, 2013