Chad Willardson

I’m a member of the Forbes Business Council for entrepreneurs to contribute thought leadership as an author and business leader. My entire career has been dedicated to advising and counseling with entrepreneurs and I appreciate being recognized as a thought leader in this space.

ELEVATED is where ambitious founders get surrounded by peers who are actually in the arena. Weekly accountability, one-on-one coaching, leadership training, and a tight-knit community that pushes you further than you'd ever go alone. This isn't for everyone. It's an exclusive mastermind for growth-focused founders who've already built something real and now want the strategy, clarity, and freedom to match. I work directly with a select group of entrepreneurs to remove their stress about money, increase their cash flow, and free up the asset that matters most: their time. This isn't motivational fluff. It's real strategy and real support from someone running multiple companies while staying fully invested in faith, family, and health. If your business is growing but your life doesn't feel like it's keeping up, this is where that changes. Check us out at fullyinvested.com

I’m proud to contribute to one of the industry's leading publications for entrepreneurs and founders, writing content that’s both insightful and actionable for our global audience. I enjoy being a credible voice for entrepreneurs, investors, startups, and business enthusiasts, giving them insights and ideas to further their journey of learning and success!

We created the Draft Sports Complex to be the go-to venue for athletes who want to gain a competitive edge in their training and to be a premier host of sports tournaments in Southern California. Our space includes 73,000 square feet for sports activities, including primarily basketball, volleyball, cheerleading, and stunt. We also currently have a tutoring center for athletes who are doing remote learning.

I invest ~$600 million for taxpayers as an elected official. When I was first elected in 2016, the portfolio value was $229 million. I appreciate the trust and confidence of all the voters and taxpayers in our town of 170,000 residents. Each elected term of service is 4 years and I'm donating 100% of my gross salary for each 4-year term to a local charity that serves women's and children’s health care needs for those who cannot afford these services.

As a Certified Financial Fiduciary®, my entire business is based on trust and integrity. I'm a long-time member of the National Ethics Association, which helps consumers find business professionals who uphold the highest standards of integrity and excellence. Membership requires annual background checks, license certifications, continuing education and regulatory verifications.

Most of you entrepreneurs are stuck with financial advisors who don't understand your world. You've outgrown cookie-cutter portfolios, one-size-fits-all plans, and bank "advisors" who treat you like every other non-entrepreneurial client. Pacific Capital exists to change that and to give you a place where you don't have that language barrier with financial people. We're a fiduciary wealth advisory firm built exclusively for you founders and your families. We work as your family office to help you make strategic decisions that protect your wealth, your time, and your legacy. Before founding Pacific Capital, I spent 9 years at Merrill Lynch as a Senior Vice President, ranking in the top 2% of Financial Advisors nationally. I walked away from a seven-figure income to build something I believed in for a group that's way underserved in the wealth management industry (entrepreneurs) . A firm where the client always comes first, because we're legally and ethically bound as fiduciaries to make it so. Featured in Forbes, Wall Street Journal, Entrepreneur, Inc., NASDAQ, U.S. News & World Report, and more. Schedule a call at www.goalsconversation.com.

Before founding Pacific Capital, I spent nine years working for Merrill Lynch Wealth Management and ranked in the top 2% nationally. I reached the level of Senior Vice President and PIA Portfolio Manager, served on the California Advisory Leadership faculty, led our team to win the award "Wealth Management Team of the Year", and regularly spoke at conferences for other Financial Advisory teams throughout the country.

I worked directly with the Portfolio Manager of a $10 Billion mutual fund company, researching small and mid-size stocks and this experience ignited my passion for investing and financial planning.