Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2200912
Active Dates
May 13, 2020 – May 13, 2027
About Chad Willardson
Chad Willardson, CFF, CRPC®, AWMA®, is the President of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves high-net-worth entrepreneurs and families. He is also the founder of ELEVATED, a high-ticket membership community for growth-focused entrepreneurs.
Chad is the author of six bestselling books: Stress-Free Money, Smart Not Spoiled, Beyond the Money, Fit for Wealth, Wealth Wired Differently, and Fully Invested. He co-founded Dinner Table, an education platform helping parents teach kids to be smart with money, and co-hosted The Smart Money Parenting Show, which reached #2 on Apple Podcasts in Parenting, Kids & Family. He also owns Draft Sports Complex, a Southern California athletic facility serving club volleyball and travel basketball teams.
Chad serves as the 3x elected City Treasurer in his community, overseeing a $600 million investment portfolio. Recognized as one of the top wealth management experts in the country, he writes for Entrepreneur, serves on the Forbes Business Council, and has been featured in The Wall Street Journal, Forbes, Inc., CNBC, NASDAQ, Yahoo Finance, U.S. News & World Report, InvestmentNews, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children.
