As an entrepreneur you’re wired differently.
Your money and business advice should also be wired differently.
You’re A Fit If…
You’re an entrepreneur focused on growth and wealth creation, looking for increased financial freedom and lifestyle freedom. You don’t believe in traditional retirement. You already have 8-9 figures ($10M+) in personal liquidity. You’re a good delegator. You’re fueled by big ambition and a desire to make a meaningful impact on the people and causes you care about most.
Stop Settling for Mediocre or Traditional Advice
You’re an entrepreneur. You’re wired differently. You shouldn’t be taking money and business advice from non-entrepreneurial advisors. Your money advice must also be wired differently. Get strategic financial advice from an elite entrepreneurial team who understands how you think.
Why Trust
PACIFIC CAPITAL?
What We Do For You
The Financial Freedom Formula™
The Tax Mitigation Method™
The Investment Strategy Enhancer™
The Real Estate ROI Snapshot™
The Cash Flow Maximizer™
The Legacy Transfer Advantage™
The Family Protection Advantage™
The Business Ownership Navigator™
The Giving Formula™
The Family Finance Centralizer™
What we do for you
The Financial Freedom Formula™
The Tax Mitigation Method™
The Investment Strategy Enhancer™
The Real Estate ROI Snapshot™
The Cash Flow Maximizer™
The Legacy Transfer Advantage™
The Family Protection Advantage™
The Business Ownership Navigator™
The Giving Formula™
The Family Finance Centralizer™
The Power of a
Financial Inspection®
How do you score against our
100 Financial Checkpoints?
Get your inspection score and personal recommendations from our team of experts.
Meet Our People
Chad Willardson
AWMA®, CRPC®
President, Founder
Cori Parks, CRPC®
Client Service Director
Josh Coniglio
CFP®, CFF®
Director of Financial Planning
Morgan Fippinger CFA, CFP®, CFF®
Investment Research Analyst
Aurielle West, CFF®
Financial Paraplanner
Randy Francis
CFP®, CFF®
Client Wealth Strategist
Katrina Samuel, CFF®
Client Service Coordinator
Matt Munson
Family Office Liaison
Neliza Werka, MBA
Director of Client Engagement
Laurence Williams
Client Insurance Specialist
Lance Ray
Leasing Specialist
Caitlin Nierenberg
Business Manager
Oriya Hirschhorn
Executive Assistant to Chad Willardson
Peter Manning
Business Retirement Plans
Brian Manderscheid
Director of Insurance Planning
Trevor Twitchell CRPC®
Private Wealth Advisor
Meet Our People
Chad Willardson, AWMA®, CRPC®
President, Founder
Cori Parks, CRPC®
Client Service Director
Josh Coniglio
CFP®, CFF®
Director of Financial Planning
Morgan Fippinger CFA, CFP®, CFF®
Investment Research Analyst
Aurielle West, CFF®
Financial Paraplanner
Randy Francis
CFP®, CFF®
Client Wealth Strategist
Katrina Samuel, CFF®
Client Service Coordinator
Matt Munson
Family Office Liaison
Neliza Werka, MBA
Director of Client Engagement
Laurence Williams
Client Insurance Specialist
Lance Ray
Leasing Specialist
Caitlin Nierenberg
Business Manager
Oriya Hirschhorn
Executive Assistant to Chad Willardson
Peter Manning
Business Retirement Plans
Brian Manderscheid
Director of Insurance Planning
Trevor Twitchell CRPC®
Private Wealth Advisor