177: Net Worth of 10M+ - Elected City Treasurer and Small Business Owner

from Millionaires Unveiled · host Clark Sheffield, CPA and Jace Mattinson, CPA / Personal Finance

Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor. To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/

Episode metadata supplied by the publisher feed · Published Mar 15, 2021

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177: Net Worth of 10M+ - Elected City Treasurer and Small Business Owner

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