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Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor.
To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/
By Jace Mattinson, CPA4.7
879879 ratings
Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor.
To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/

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