Gaining Capital with Chad Willardson

from Backable Hosted by Philotimo

Today Tim is joined by Chad Willardson, founder and president of Pacific Capital, a wealth management firm in Southern California and author of the book Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom. We discuss the lessons Chad learned from his time with Merrill Lynch and how they helped shape the creation of his own client-centric wealth advisory firm. We also talk about people's relationship with money and investing, the important role contribution has played in Chad's life and he also shares some simple tips for those just starting in their investment journey. Connect with Chad & the Pacific Capital Team Below: Stress Free Money Instagram Facebook Twitter LinkedIn YouTube Join the Backable Community: Podcast Member’s Facebook Group LinkedIn Backable Instagram Tim’s Instagram YouTube Website

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Gaining Capital with Chad Willardson

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This episode was published on February 17, 2021.

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