About
Articles by 📈Chad
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Focus Only On What You Can Control
Focus Only On What You Can Control
By 📈Chad Willardson, CFF®, CRPC®
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3 Questions to Determine Your Magic "Retirement" Number
3 Questions to Determine Your Magic "Retirement" Number
By 📈Chad Willardson, CFF®, CRPC®
Contributions
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What does an entrepreneur do?
Plenty of people have grand visions and new ideas. Seems like around every corner you’ll find an “entrepreneur” who is seeking funding and investment money to get their idea off the ground. But the difference between success and failure in always in the execution! It’s why we invest in the people more than just the product or idea. Who is going to execute and what’s their track record for executing? These are critical questions that too many investors fail to ask.
Activity
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What if Alice Waters and a holistic nutritionist teamed up to craft your go-to guide for excellent food choices, whether you're eating out, ordering…
What if Alice Waters and a holistic nutritionist teamed up to craft your go-to guide for excellent food choices, whether you're eating out, ordering…
Liked by 📈Chad Willardson, CFF®, CRPC®
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For the first time ever, our Founder and President 📈Chad Willardson, CFF®, CRPC® created a curriculum-formatted (5) email course on how to grow your…
For the first time ever, our Founder and President 📈Chad Willardson, CFF®, CRPC® created a curriculum-formatted (5) email course on how to grow your…
Liked by 📈Chad Willardson, CFF®, CRPC®
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One of the most dangerous, yet most common destroyers of wealth is something you have a hard time recognizing in yourself… It’s your FEELINGS. I’m…
One of the most dangerous, yet most common destroyers of wealth is something you have a hard time recognizing in yourself… It’s your FEELINGS. I’m…
Liked by 📈Chad Willardson, CFF®, CRPC®
Experience & Education
Licenses & Certifications
Volunteer Experience
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District Commissioner, Scoutmaster, etc
Boy Scouts of America
- 16 years
Children
I earned the rank of Eagle Scout as a young man and have volunteered as a Scoutmaster in our community for five years and am now the District Commissioner. In serving with the Boy Scouts of America in a variety of leadership positions, I enjoy spending time to provide young people training in character, citizenship, leadership, and mental and personal fitness.
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Citizens Financial Oversight Committe Member
Corona-Norco Unified School District
- 4 years 2 months
Education
In January of 2015, I was appointed by the Board of Education to serve on the Citizens Financial Oversight Committee for the $396 million bond issued by the Corona Norco Unified School district and approved by voters. I am the sole "Business Representative" for the City of Corona. (Corona City Population approximately 170,000)
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Mentor, Keynote Speaker
Youth Education Motivation Program
- 5 years
Children
I've been honored to be a multi-year mentor and speaker for the Youth Education Motivation Program in Southern California. Founded in 1978, the mission of YEMP is: 1) to emphasize the importance of education to young people; 2) provide positive role modeling for them; 3) help them plan for as successful future; 4) help them develop their dreams and goals. I really enjoy inspiring these young people to set high goals and make plans to achieve them.
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Full-Time Service Volunteer in the BALTIC STATES
The Church of Jesus Christ of Latter-day Saints
- 2 years 1 month
As a full-time service volunteer, I lived in Lithuania, Latvia, Estonia, & Belarus. I led the service efforts of 160 volunteers in four countries, teaching people principles of family values, self-reliance, Christianity, serving in orphanages, and teaching English classes. I also translated at live conferences into Lithuanian for American guest speakers.
Publications
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Articles in Entrepreneur Magazine
Entrepreneur Magazine
I'm a regular author for Entrepreneur Magazine, specializing in topics related to wealth-building, entrepreneurship, and creating a successful lifestyle as an entrepreneurial family. Check out my published articles by visiting the link above!
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Fit for Wealth
Streamline Publications
I wrote "Fit for Wealth" to help you achieve elite health and abundant wealth and create an incredible lifestyle! I've experienced firsthand the profound connections between health and wealth and believe that you don’t have to sacrifice one of those in pursuit of the other. Go for both!
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Beyond the Money
Lioncrest Publishing
In "Beyond the Money," I provide you with insights into the what, how, and why of managing your commitments and financial success once you’ve already reached significant wealth as an entrepreneur. Keep thriving beyond the money and set your future up with a life of abundance, freedom and significance.
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Smart Not Spoiled
Lioncrest Publishing
I wrote “Smart, Not Spoiled” because kids these days have more—and expect more—than ever before. With the internet, social media, and technology in general, the push for having and doing everything is unprecedented. If you’re like me, that’s not at all how you grew up. And if you’re like me, you want your kids to be smart, not spoiled. I wrote this book to give families specific ideas on the what, the how, and the why to teach kids about money. By reading this book and trying some of the ideas…
I wrote “Smart, Not Spoiled” because kids these days have more—and expect more—than ever before. With the internet, social media, and technology in general, the push for having and doing everything is unprecedented. If you’re like me, that’s not at all how you grew up. And if you’re like me, you want your kids to be smart, not spoiled. I wrote this book to give families specific ideas on the what, the how, and the why to teach kids about money. By reading this book and trying some of the ideas shared, you will help the young people in your life be financially prepared for a successful future!
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Stress Free Money
Lioncrest Publishing
In Stress Free Money, I show you how to overcome the seven obstacles standing between you and your financial freedom. The stories in this book will give you the confidence and guidance you need to spend less time worrying about money and more time doing everything else!
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Fiduciary vs. Broker
Video Link: https://www.youtube.com/watch?v=-jXdMNaQx0U
Thank you for taking the time to watch our video! Pacific Capital is an exclusive and independent wealth management firm in Southern California. We help clients ENJOY LIFE by removing their stress about money.
Most of the public has NO IDEA about the difference between the "fiduciary standard" and the "suitability rule" that apply to different financial professionals. Here are three helpful links from other companies to help…Video Link: https://www.youtube.com/watch?v=-jXdMNaQx0U
Thank you for taking the time to watch our video! Pacific Capital is an exclusive and independent wealth management firm in Southern California. We help clients ENJOY LIFE by removing their stress about money.
Most of the public has NO IDEA about the difference between the "fiduciary standard" and the "suitability rule" that apply to different financial professionals. Here are three helpful links from other companies to help explain why this is so important: 1) http://www.investopedia.com/articles/... 2) http://www.bankrate.com/finance/inves... 3) http://www.psafinancial.com/2012/12/f...
This video is intended to help shed light on that important difference between a fiduciary (also known as an independent, private wealth advisor) and a broker (who often call themselves a "financial advisor") from a big bank or wirehouse brokerage firm.
Honors & Awards
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Entrepreneur of the Year 2021
Spirit of Entrepreneurs CA Organization
The Spirit of the Entrepreneur Awards program was founded in 2003 with one purpose - to recognize and celebrate the accomplishments of the Southern California’s top entrepreneurial business leaders. The entrepreneurs selected represent the "best of the best" in terms of overcoming obstacles, believing in their dreams, taking risks, and persisting in the face of long odds. They embody a spirit - the Spirit of Entrepreneurship - that is the hallmark of this great country.
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White House Volunteer Service Award
The White House
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Elite Wealth Management Team of the Year
Merrill Lynch
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5 Star Wealth Manager
Five Star Professionals
I've been designated a Five Star Wealth Manager for 6 years leading up to and including 2018 in both Orange County,CA and Palm Springs,CA regions. The Five Star Wealth Manager award, administered by Five Star Professional, is based on 10 objective criteria for professionals in the wealth management industry. Professionals who earn this award are nominated by peers and clients and a very small percentage of advisors are recognized for this. For example, in 2017, approximately 199 were awarded…
I've been designated a Five Star Wealth Manager for 6 years leading up to and including 2018 in both Orange County,CA and Palm Springs,CA regions. The Five Star Wealth Manager award, administered by Five Star Professional, is based on 10 objective criteria for professionals in the wealth management industry. Professionals who earn this award are nominated by peers and clients and a very small percentage of advisors are recognized for this. For example, in 2017, approximately 199 were awarded out of over 10,000 eligible advisors in Orange County, CA. For more information, please visit https://fivestarprofessional.com/awardwinner/51962
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Top 40 Under 40 (2017, 2018)
Corona Chamber of Commerce
The Corona Chamber of Commerce was pleased to recognize and celebrate the best and brightest business professionals in the region under 40 years old. These are the individuals considered to be the most influential young leaders for the year.
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Top of the Table in MDRT® (2017-Present)
Million Dollar Round Table
Founded in 1927, Million Dollar Round Table (MDRT®), The Premier Association of Financial Professionals®, is a global, independent association of more than 66,000 of the world's leading financial services and life insurance professionals. "Top of the Table" is the highest honor and exclusive group for the MDRT® professionals and is currently comprised of the top .3% in the world.
Languages
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Lithuanian
Native or bilingual proficiency
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English
Native or bilingual proficiency
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One of the most dangerous, yet most common destroyers of wealth is something you have a hard time recognizing in yourself… It’s your FEELINGS. I’m…
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