Phone: 951-547-8500
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Chad Willardson, CRPC® – Founder, Senior Wealth Advisor Chad Willardson on Linked-In Chad Willardson is a Senior Wealth Advisor and Chartered Retirement Planning Counselor with Pacific Capital. Before founding Pacific Capital, he spent 9 years working for Merrill Lynch Wealth Management, where he ranked in the top 2% nationally. During his tenure at Merrill Lynch, Chad earned the titles of Senior Vice President and PIA Portfolio Manager. As a recognized leader in the firm, he had the opportunity of speaking and consulting for other Financial Advisory teams regarding investment and lending strategies for high net worth investors. Chad also has been a Guest Lecturer on Investments at Chapman University. He is currently a member of the National Ethics Bureau for Financial Advisors.
Chad graduated from Brigham Young University with a bachelor’s degree in economics & a minor in business management. While at BYU, he also spent time working directly with the Portfolio Manager of a $10 Billion mutual fund company. Chad has completed advanced education programs at Harvard University and Boston University, including the CFP® education program through Boston University. Chad balances his career with family and community service. As a former Eagle Scout, he volunteered for 5 years as a Scout Master for the Boy Scouts of America in Corona.Chad served as a translator for the American Embassy in Lithuania & participated in humanitarian aid programs in the Baltic States as a church service missionary. A native of Orange County, CA, Chad and his wife of 10 years now live in Corona with their three children.
Jake Schroeder is a Private Wealth Advisor and Certified Fund Specialist® with Pacific Capital. Prior to joining Pacific Capital, Jake was a Financial Advisor with Merrill Lynch, where he ranked in the top 5% of the Southwestern Region. He participated in many advanced education training offered to top-performing Financial Advisors at Merrill Lynch. Jake is currently working towards earning the prestigious CFA® designation (Chartered Financial Analyst®). Before Merrill Lynch, Jake worked as an Analyst for Milestone Management Consultants. He earned his bachelor’s degree in Economics with a minor in business strategy from Brigham Young University and also was a member of the BYU football team. He volunteered as a church service missionary in Armenia. Jake is from Oregon and he lives in Corona with his wife and two children.
Katie Lemon joined Pacific Capital with eight years of client service experience. Having worked at two Fortune 500 companies, she understands how accountability and team work are required for a world class experience. Katie led our team’s service efforts for four years, contributing to our award of “Elite Wealth Management Team” at Merrill Lynch. As the Client Service Director at Pacific Capital, Katie appreciates the opportunity of delivering a customized and personal client experience. She earned her bachelor’s degree in Finance from Cal State San Bernardino, is a CA Notary Public and also passed the Series 7 securities, Series 66 securities, and CA Life insurance exams. Katie was raised in St. Louis, Missouri and now lives in Redlands, California.