Meet one of our expert podcast guests.
President and Founder, Pacific Capital
Chad is the President and Founder of Pacific Capital, a financial management business based in Corona. Before founding Pacific Capital, Chad spent 9 years at Merrill Lynch, where he ranked in the top 2% of Financial Advisors nationally as a Senior Vice President and member of the Chairman’s Club. He is a certified member of the National Ethics Association and serves clients as a Certified Financial Fiduciary®, entrusted to manage money for families and businesses. He has been featured in the Wall Street Journal, Forbes, U.S. News & World Report, and NBC News and is the best-selling author of two personal finance books, “Stress Free Money” and “Smart, Not Spoiled.”
While attending Brigham Young University for a bachelor’s degree in economics, he worked directly with a portfolio manager responsible for $10 billion of investor funds. He also completed the two-year Financial Planning program at Boston University. He is a Guest Lecturer on Investments at Chapman University and has been designated a 5-Star Wealth Manager in both the Inland Empire and Orange County every year since 2012.