Chad Willardson

Chad Willardson, CFF, CRPC®, and AWMA®, is the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and their families. He is the author of four bestselling books, the co-founder of GravyStack, a banking app that helps kids manage money, the co-host of The Smart Money Parenting Show, the #2 Podcast on Apple worldwide for Parenting, Kids & Family, and the founder of the ELEVATED Entrepreneur Coaching Program. Chad also manages the 660 million dollar investment portfolio as the elected City Treasurer in his community. He is recognized as one of the top wealth management experts in the country, writes for Entrepreneur magazine, serves on the Forbes Business Council for entrepreneurs, and h

Chad Willardson, CFF, CRPC®, and AWMA®, is the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and their families. He is the author of four bestselling books, the co-founder of GravyStack, a banking app that helps kids manage money, the co-host of The Smart Money Parenting Show, the #2 Podcast on Apple worldwide for Parenting, Kids & Family, and the founder of the ELEVATED Entrepreneur Coaching Program. Chad also manages the 660 million dollar investment portfolio as the elected City Treasurer in his community. He is recognized as one of the top wealth management experts in the country, writes for Entrepreneur magazine, serves on the Forbes Business Council for entrepreneurs, and has appeared in The Wall Street Journal, Forbes, Inc., CNBC, NASDAQ, Yahoo Finance, U.S. News & World Report, InvestmentNews, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children.