Pacific Capital's Podcast Playlist

In today's episode of Resourceful Agent Radio Show I speak with Chad Willardson, Founder of Pacific Capitol and author of Amazon's #1 Best Seller, "Stress Free Money". Chad and I discuss his passion for helping others create wealth and plan financially for their future as well as growing a very successful fiduciary wealth advisory firm in California. This one is packed with useful information that I'm sure you will enjoy. Be sure to check this out on all platforms including iTunes, Spotify, YouTube, ResourcefulAgent.com and many more. You can also reach me on Instagram or Facebook @ResourcefulAgent .
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Interested in reaching out to Chad Willardson? Contact him at the links included below.
Website - https://www.pacificcapital.com/
Linkedin - linkedin.com/in/chadwillardson
The Amazon link to buy his new book is: Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom
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Chad Willardson began his career as a financial advisor working in the top wealth management division for Merrill Lynch. After a successful nine year career where he ranked in the top two percent of financial advisors worldwide. He decided it was time for him to start a his own company where he works in the interest of his clients and not for a big firm. The client comes first, not the product. Analyzing their needs rather than pushing unnecessary items on them, is what drove Chad’s previous clients to look for him. Pacific Capital has been a huge success and Chad is using his business to actually helping others with his great team. 

Outside of Pacific Capital, Chad is the Treasurer for the City of Corona. The City's population is at 168,000 people and continues to rise each year. Chad donates his time to the city and manages over $300 million dollars.

You can schedule a time with Chad and his team at Pacific Capital here

If you want to connect with me, Poya, you can reach me on LinkedIn or Twitter.

Chad Willardson, since the beginnings of his lawn mowing days, has seen the benefit from bringing value to people. Even though he didn't completely know what he wanted to do in college, he happened to visit the Merrill Lynch booth and realized that helping people with their finances spoke to him.

Fast forward to years later, he started Pacific Capital, a firm in So Cal specifically focused on helping entrepreneurs and families with financial decisions. He further went on with a group of people to create the Draft Sports Complex, a 75,000 sq ft arena used for basketball, volleyball, cheerleading, and stunts tournaments. And then Covid hit. And with that blow, when all games were suddenly cancelled, after sleepless nights, they've turned the facility into a charter school for kids whose parents are essential workers. Incredible story right there.  

Enjoy!

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Contact us:

• Reach out to us on Instagram, Facebook, or Linkedin
• Visit our Youtube channel for the video

Thanks for listening. You're the best!

• Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California

Financial fiduciary Chad Willardson joins us to talk about his new book, Stress Free Money which you can buy on Amazon here: https://geni.us/StressFreeMoney We also talk about LinkedIn, and other things to help you enjoy your life and your money better.

New book alert! In this episode,  Adam Torres and Chad Willardson, CRPC®, AWMA®, President of Pacific Capital and Author of the Best Selling Book Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom, explore Chad's book.

Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.

Apply to be interviewed by Adam on our podcast:
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Chad Willardson is Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California, and he is the Co-Owner of the Draft Sports Complex. Chad is also the elected city treasurer of Corona CA, managing the $350 million dollar investment portfolio. Chad’s been featured in: Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, and the California Business Journal. Chad joins the show to discuss the top financial mistakes people make and how to overcome them, as well as the biggest takeaways from his Amazon best seller - "Stress Free Money" Overcome These 7 Obstacles to Find Financial Freedom.    

Chad Willardson is the founder of Pacific Capital, best selling author of "Stress Free Money", and elected city treasurer managing over 360 million dollars in investments. Today we dive into the reality of wealth creation, why so many people are stressed financially, and how to resolve it all to build the life of your dreams. If you're interested in anything money, mindset, and personal growth... talk to this guy! https://pacificcapital.com/ 

You can connect with Chad on www.pacificcapital.com, check out his book, Stress-Free Money on Amazon (https://www.amazon.com/Stress-Free-Money-Overcome-Obstacles-Financial/dp/1544516746/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1602616789&sr=8-5), or connect on LinkedIn (https://www.linkedin.com/in/chadwillardson/).

An expert in finance, Chad Willardson is the author of Stress Free Money. Sebastian and I talk with Chad about what prompted him to write this book, the best way to invest, and how to live that Stress Free Money lifestyle.