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Gaining Capital with Chad Willardson
34:59
Today Tim is joined by Chad Willardson, founder and president of Pacific Capital, a wealth management firm in Southern California and author of the book Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom.
We discuss the lessons Chad learned from his time with Merrill Lynch and how they helped shape the creation of his own client-centric wealth advisory firm.
We also talk…