Chad Willardson is a visionary leader who has made a significant impact from his hometown of Corona, California to the global stage. Chad professionally manages over $1.4 billion of investments. He’s the President and Founder of Pacific Capital and Platinum Elevated, both businesses that serve successful entrepreneurs and their families. Chad’s a five-time best-selling author, writes for Entrepreneur Magazine and the Forbes Business Council for Entrepreneurs, and co-hosts the top-ranked “The Smart Money Parenting Show” on Apple Podcasts. With a degree in Economics from B.Y.U. and advising clients as a certified financial fiduciary, his expertise extends to roles as a twice-elected official and co-founder of several ventures.
What sets Chad apart is his deep commitment to his family and community. He measures success not just by financial growth but by the positive impact he makes. Whether advising entrepreneurs or engaging in public service, Chad uses his financial skills to benefit both his clients and his community. Married since 2001 and a father of five, his personal and professional life reflects his dedication to excellence, family, and service.
Rooted in Community, Driven by Purpose
Corona is more than just the place where Chad and his wife are raising their five beautiful children—it’s the heart of his mission to give back. Chad believes that your impact on the world begins first in your family, second, in your local community, and then out into the world. He also believes that the health and vitality of a community are directly linked to the success of its local businesses, and he’s made it his personal mission to empower Corona’s entrepreneurs to build financial legacies that will endure for generations.
Through Pacific Capital, a fiduciary wealth advisory firm, Chad offers personalized financial services tailored to the unique needs of entrepreneurs. He understands the challenges they face—managing growth, navigating economic uncertainties, and planning for the future. By providing expert guidance and resources, Chad helps these business leaders secure their financial futures and contribute to a stronger, more vibrant region in Southern California.
Empowering Success Beyond Wealth: Platinum Elevated
Through his business Platinum Elevated, Chad provides entrepreneurs with a comprehensive roadmap to achieving both financial and lifestyle freedom. Platinum Elevated is a personal and professional growth coaching company that reflects Chad’s belief in a balanced, purposeful life.
At Platinum Elevated, Chad guides entrepreneurs to think beyond their immediate financial goals and consider the broader impact of their work. He encourages them to build businesses that are both profitable and purpose-driven, with a focus on giving back to their communities. Chad Willardson lives by this philosophy. In his life and career, he exemplifies the principle that true success is about leaving a positive legacy more than just the profit.
A Legacy of Leadership and Service
Chad’s impact is also evident in his public service. As a twice-elected official (likely soon to be three-time elected), he’s played a crucial role in creating significant financial health in Corona, bringing his financial expertise to bear on issues that directly affect his community. When Chad was elected as the City Treasurer in 2016, the city investment portfolio was worth $229 million. Under his leadership and investment management, it’s grown to $534 million. He also helped save the City an estimated $166 million by issuing a bond with perfect timing in October of 2021, eventually leading the boosting of the city’s credit rating from an AA to an AA+. His public service to the 170,000+ residents is an extension of his commitment to making Corona a better place to live and work. In this role, Chad has had the opportunity to influence the future of his city, ensuring that its financial foundations are as strong as the businesses he supports.
Beyond his local contributions, Chad is a recognized thought leader in the financial world. His insights into financial independence, entrepreneurship, and the importance of giving back are widely sought after. Through his best-selling books, articles in Entrepreneur Magazine and Forbes, and popular podcast, Chad shares his knowledge and experiences with a broader audience, inspiring people to pursue success that is both meaningful and impactful.
Building a Future Rooted in Community
As Chad Willardson looks to the future, his focus remains on the core values that have driven his success: family, community, and empowerment. Whether through Pacific Capital, Platinum Elevated, or his public service, Chad’s work is about building a better future for those around him. He is committed to using his skills and resources to uplift others, to strengthen the communities he cares about, and to create lasting, positive change.
From Corona to Los Angeles and throughout the world, Chad Willardson is making that vision a reality: one entrepreneur, one family, and one community at a time.
