Family Office

Pacific Capital

Pacific Capital Wealth Advisors, Inc. (d/b/a Pacific Capital) is a US investment firm based in Corona, California. It was founded in 2011 by Chad Willardson and serves private and institutional clients.Morgan Fippinger, Director of Investment Strategy, leads the firm's investment strategy.

Assets Under Management
$250M-$1B
Headquarters
Corona, California
Asset classes & sectors
Fixed incomeReal Estate

Decision-makers

Chad Willardson
Director of Investment Strategy
Chad T Willardson
PRESIDENT AND CHIEF COMPLIANCE OFFICER
Bruno Krenn
Investment Analyst
Morgan Fippinger
Director of Investment Strategy
Chad Willardson
President & Founder
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