Podcast: Book Banter with Dianne Burckhardt - Book Talk Podcast
Episode: S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial Author
Pub date: 2024-11-13

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Hello Happy People,

We are thrilled to share with you today Dianne's interview with Wealth Management Specialist, Chad Willardson. To say Chad has an impressive background in finance and publishing does not come close to painting an accurate picture of his achievements. He is the President and Founder of Pacific Capital, five-time bestselling author, long-time Certified Financial Fiduciary, and recently launched his latest book, Wealth Wired Differently. 

Following the success of his previous bestsellers, Fit for Wealth, Stress Free Money, Beyond the Money, and Smart, Not Spoiled, Wealth Wired Differently dives into essential topics for entrepreneurs navigating the financial landscape and looking for the best advice and strategies available. 

It is easy to understand how Chad could write such books when you look at his own entrepreneurial and financial background. Chad was a senior vice president of investments for Merrill Lynch Wealth Management from 2003–2011. He took that experience and used it as a launching pad for his own ventures. 

Embracing his entrepreneurial spirit, Chad would go on to create several companies of his own. Besides Pacific Capital, Chad is the Co-founder and Board Member of GravyStack and the Founder and President of Platinum Elevated. 

Through his businesses, Chad manages more than $1.4 billion in investments, offering specialized services to high-net-worth entrepreneurs. As successful as he is in the field, Chad has first-hand knowledge of what it is like for an entrepreneur to take great financial risks to build a company from concept to a lucrative enterprise. Don't wait, go listen now to learn more about Chad and his work.

Chad's Website
Chad on LinkedIn
Chad on Amazon

If you would like to book an interview with Chad Willardson please contact his PR representative at [email protected]

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