Welcome to another episode of the Richer Geek. We're happy to have Chad Willardson. He is the President and Founder of Pacific Capital and is a Certified Financial Fiduciary®, Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2% of over 16,000 Financial Advisors nationally. Chad is the author of the Best Selling Book: Stress Free Money: Overcome These Seven Obstacles to Find Financial Freedom.

Chad is passionate about financial education and believes that with the right tools and resources, people can be empowered to make smart money decisions. He loves to help people organize their financial life, clarify their goals, and make decisions that lead them to a successful and fulfilling life. A native of Orange County, CA, Chad and his wife of 17 years live in Corona with their five children.

Find complete show notes and more information at therichergeek.com/podcast