Podcast: The Start, Scale & Succeed Podcast (LS 35 · TOP 3% what is this?)
Episode: How to Find the Right Partner for Your Wealth Management Needs with Chad Willardson - Ep. 107
Pub date: 2023-10-23

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

In this insightful episode, Chad Willardson, Founder and President of Pacific Capital, shares how he helps 8 and 9 figure entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow and freeing up a ton of their time.

You will discover:

- Difference between an outside wealth management and a your internal CFO

- How and when you should think about an exit

- How you could save millions in taxes by using the right strategies`


Chad Willardson is the Founder and President of Pacific Capital, a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families. Alongside being one of the top wealth management experts in the country, Willardson is also the Co-Founder of GravyStack, a banking app for kids and teens, the Best-Selling Author of "Smart, Not Spoiled,” and Co-Host of "The Smart Money Parenting Show" #2 Podcast on Apple worldwide for Parenting, Kids & Family. He loves being a brainstorming partner for his client’s business, financial, and personal decisions.


Want to learn more about Chad Willardson's work at Pacific Capital? Check out his website at https://pacificcapital.com/

The podcast and artwork embedded on this page are from Scott Ritzheimer, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.