Podcast: My Perfect Failure (LS 40 · TOP 1.5% what is this?)
Episode: How to Discover your Financial Freedom with Chad Willardson
Pub date: 2020-10-03

Notes from Pacific Capital's Podcast Playlist:

"Stress Free Money" is available on Amazon. Click here http://shorturl.at/hyGX4

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 MPF discussion with Chad Willardson

How to Discover your Financial Freedom with Chad Willardson

 Chad is the Founder and President of Pacific Capital, a fiduciary wealth management firm based in Southern California

• Chad was Elected City Treasurer for his city, managing a $350 million investment portfolio
• He’s the Co-Owner of the Draft Sports Complex
• He’s married and father to five kids
• He’s been featured in: Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, etc.
• He’s  also Author of Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom

 On this episode of My Perfect Failure (How to Discover your Financial Freedom) Chad charts his  transition from a successful career at Merrill Lynch to become the Founder and President of Pacific Capital, a fiduciary wealth management firm based  in Southern California.  With the release of his fabulous new book Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom.  Chad is on a mission and reveals the secrets to help us all overcome the obstacles standing between us and financial freedom. Some of the areas we cover.

 
·         We have less stress about money when we are okay giving back

·         Create your financial plan and align with your Life goals

·         Find a professional and qualified fiduciary to sharpen your financial and life goals

·         Plan and prepare with what you have

·         Less than 3% pf people have written goals, become part of that 3%

 Purchase: Stress Free Money

·         https://www.amazon.com/Stress-Free-Money-Overcome-Obstacles-Financial/dp/1544516746/ref=sr_1_2?dchild=1&keywords=stress+free+money&qid=1600972708&sr=8-2

Pacific Capital Website: Schedule an appointment

·         https://www.pacificcapital.com/

Pacific Capital Twitter

·         https://twitter.com/pacificcap

 Pacific Capital Instagram

·         https://www.instagram.com/pacificcapital/

 Pacific Capital Facebook

·         https://www.facebook.com/pacificcapital

 Contact Chad on LinkedIn

·         https://www.linkedin.com/in/chadwillardson/

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