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Chad Willardson, CFF, CRPC(R), AWMA(R), is the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. His bestselling first book, Stress Free Money, has been featured in Forbes's 21 Books To Read In 2021 and on NBC News and Yahoo! Finance. In addition to serving the family office clients of Pacific Capital, Chad also manages the $375 million investment portfolio as the elected City Treasurer in his community. Chad is recognized as one of the top wealth management experts in the country and has appeared in The Wall Street Journal, Forbes, Inc., U.S. News & World Report, InvestmentNews, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children.

We discuss the importance of prioritizing people not things, understanding how to create an impact on people and legacy for your family, the misconceptions around creating financial success, that hard work does not equal hustle, 3 ingredients to success and all about mastering fear.

This is a packed episode!


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Chad Willardson website
Buy Chad's books:

Smart, Not Spoiled
Stress free money
Beyond the money
Fit For Wealth

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