Chad Willardson began his career as a financial advisor working in the top wealth management division for Merrill Lynch. Building his nine year career and learning the ins and outs of the financial advisor world, he realized there was more he could offer by providing the best solutions for his clients. Leaving this big time gig, Chad had experienced some difficult moments when it came to establishing his business. Proper ethics do not include taking previous clients from a corporation one worked in before; therefore, leaving him with no other option than to start from the beginning.
Offering his clients products and services that actually work for them, is how his business runs. The client comes first, not the product. Analyzing their needs rather than pushing unnecessary items on them, is what drove Chad’s previous clients to look for him. Pacific Capital has been a huge success and Chad is using his business to actually helping others with his great team. Did we mention that Chad also ran for Corona City Treasurer back in 2016? With an intense year in politics, Chad took it amongst himself to use his skills and fully hone them in to help out an entire city. The City of Corona’s population is at 168,000 people and continues to rise each year. Winning the election, Chad donates his time to the city and manages over $300 million dollars.