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:
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