Meet Chad Willardson | Founder and CEO of Pacific Capital

Investment advisory services are provided by Pacific Capital Wealth Advisors, Inc. (doing business as Pacific Capital), an SEC registered investment adviser. The firm only transacts business in states and jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

For additional information about our fees, services, and disclosures, please refer to our Form ADV Part 2A, which is available upon request or online at www.adviserinfo.sec.gov.

Chad Willardson, founder and CEO of Pacific Capital, has built a career dedicated to helping entrepreneurs and families achieve financial freedom and a fulfilling life. His approach centers on personalized financial strategies that empower clients to focus on what matters most—whether it’s growing their business, creating family wealth, or enjoying lifestyle freedom.

Willardson emphasizes the importance of clarity and intentionality in financial planning, encouraging clients to define their goals and take proactive steps toward a prosperous future. As a thought leader in wealth management, he’s also known for his commitment to financial literacy, guiding his clients with actionable advice that demystifies complex financial concepts.

To learn more about Chad Willardson’s journey and his mission to create financial peace of mind for his clients, read the full article here .