
Sign up to save your podcasts
Or
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/
4.7
873873 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/
3,178 Listeners
778 Listeners
1,989 Listeners
3,537 Listeners
590 Listeners
5,108 Listeners
667 Listeners
551 Listeners
3,069 Listeners
431 Listeners
1,376 Listeners
432 Listeners
1,604 Listeners
186 Listeners
337 Listeners