Fully Invested | Chad Willardson

About Chad,

Chad Willardson, CFF®, CRPC®, AWMA®, is the President and Founder of Pacific Capital, a family office services firm dedicated to helping high-net-worth entrepreneurs achieve lifestyle and financial freedom. Chad is also the Founder of ELEVATED, an exclusive coaching program for growth-focused entrepreneurs.

As an elected City Treasurer managing $650 million for taxpayers, Chad brings unparalleled expertise in wealth management, cash flow strategies, and business growth.

Beyond his professional achievements, Chad is deeply invested in his family and previously hosted The Smart Money Parenting Show, ranked the #2 podcast on Apple for Parenting, Kids & Family, where he shares actionable advice on raising money-smart kids and balancing success at work and home.

With over 20 years of experience in wealth management,

Chad continues to inspire entrepreneurs to win in business and at home.

 

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