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Client Login - Pacific Capital Client Login Pacific Capital Client Portal Client Portal Login Charles Schwab Client Portal Client Portal Login
Maria Cole - Pacific Capital Maria Cole serves as our Client Service Coordinator at Pacific Capital A Southern California native and proud mother of four, Maria brings nearly 20 years of experience in the financial industry, most of which she spent with Merrill Lynch
Morgan Fippinger - Pacific Capital Morgan Fippinger serves as the Director of Investment Strategy at Pacific Capital, where he develops and implements investment strategies that support client objectives, while also shaping the firm’s broader investment philosophy and tactical decisions
SEC Disclosure - Pacific Capital Pacific Capital is a Registered Investment Adviser (RIA) registered with the U S Securities and Exchange Commission (SEC) Registration does not imply a certain level of skill or training
Meet Chad Willardson - Pacific Capital Chad Willardson, founder and president of Pacific Capital and a recognized authority in wealth management, is dedicated to helping entrepreneurs achieve financial independence and lasting family legacy
Neliza Werka - Pacific Capital Neliza Becker Werka is the Director of Client Engagement at Pacific Capital She brings over 10 years of experience in marketing with a bachelor’s degree in publicity and advertising and an MBA focused on digital communication
Chad Willardson - Pacific Capital Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2% of over 16 000 Financial Advisors nationally Chad is passionate about financial education and believes that with the right tools and resources, people can be empowered to make smart money decisions
Katrina Samuel - Pacific Capital Katrina is a Client Service Coordinator at Pacific Capital, bringing a wealth of experience and expertise in wealth management since 2010 She has previously worked at UBS Financial Services and Abbot Downing, a boutique firm at Wells Fargo serving Ultra-High-Net-Worth clients