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Chad Willardson started their career at Wasatch Advisors as an Investment Analyst Intern in 2002. 📈Chad then worked at Merrill Lynch Wealth Management for nine years, reaching the position of Senior Vice President-Investments. At Merrill Lynch, they ranked in the top 2% nationally, served on the California Advisory Leadership faculty, led their team to win the award "Wealth Management Team of the Year," and spoke at conferences for other Financial Advisory teams. In 2011, Chad founded Pacific Capital, an independent fiduciary company focused on protecting and growing clients' wealth. 📈Chad is the Founder and President of the company, providing clients with a high level of service and expertise. In 2016, they became the Elected City Treasurer for the City of Corona, managing a portfolio of $650 million. Chad is also involved in various entrepreneurial ventures. 📈Chad is the Co-Founder and Board Member of GravyStack, a Co-Founder and Co-Owner of The Draft Sports Complex, and a Co-Owner of My First Sale. Additionally, Chad is an active member of the Free Zone and 10X Ambition Program at Strategic Coach, where they worworkth legendary entrepreneur coach, Dan Sullivan. 📈Chad is also an author, having written "Smart, Not Spoiled" and "Stress-Free Money." Chad is a Certified Financial Fiduciary® and a member of the National Ethics Association, demonstrating their commitment to trust and integrity in their business practices.

Chad Willardson, CFF®, CRPC®, has a strong educational background in business leadership and finance. 📈Chad completed the Business Leadership program at Harvard Business School Executive Education. Additionally, Chad pursued the CFP® Program at Boston University to enhance their expertise in financial planning. 📈Chad holds a Bachelor's degree in Economics from Brigham Young University. Chad has also obtained several certifications, including the Accredited Wealth Management Advisor™ from the College for Financial Planning, the Certified Financial Fiduciary® from the National Association of Certified Financial Fiduciaries, and the Chartered Retirement Planning Counselor™ from the College for Financial Planning.