DiscoverBook Banter with Dianne Burckhardt - Book Talk PodcastS3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial Author
S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial Author

S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial Author

Update: 2024-11-13
Share

Description

Join the conversation, text us now.

Hello Happy People,

We are thrilled to share with you today Dianne's interview with Wealth Management Specialist, Chad Willardson. To say Chad has an impressive background in finance and publishing does not come close to painting an accurate picture of his achievements. He is the President and Founder of Pacific Capital, five-time bestselling author, long-time Certified Financial Fiduciary, and recently launched his latest book, Wealth Wired Differently

Following the success of his previous bestsellers, Fit for Wealth, Stress Free Money, Beyond the Money, and Smart, Not Spoiled, Wealth Wired Differently dives into essential topics for entrepreneurs navigating the financial landscape and looking for the best advice and strategies available. 

It is easy to understand how Chad could write such books when you look at his own entrepreneurial and financial background. Chad was a senior vice president of investments for Merrill Lynch Wealth Management from 2003–2011. He took that experience and used it as a launching pad for his own ventures. 

Embracing his entrepreneurial spirit, Chad would go on to create several companies of his own. Besides Pacific Capital, Chad is the Co-founder and Board Member of GravyStack and the Founder and President of Platinum Elevated. 

Through his businesses, Chad manages more than $1.4 billion in investments, offering specialized services to high-net-worth entrepreneurs. As successful as he is in the field, Chad has first-hand knowledge of what it is like for an entrepreneur to take great financial risks to build a company from concept to a lucrative enterprise. Don't wait, go listen now to learn more about Chad and his work.

Chad's Website
Chad on LinkedIn
Chad on Amazon

If you would like to book an interview with Chad Willardson please contact his PR representative at kymberlee@itssociety22pr.com

Support the show

BurckhardtBooks.com:

About Dianne:

Support Us:

FREE options. Learn more, Click here!

Comments 
loading
In Channel
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial Author

S3 EP144: Chad Willardson, Wealth Management Expert and Amazon Bestselling Financial Author

Chad Willardson