Trevor Twitchell, CRPC®
Private Wealth Advisor
Trevor Twitchell is a Private Wealth Advisor with over 13 years of experience advising high-net-worth clients. Before joining Pacific Capital, he worked over a decade at Merrill Lynch as a PIA Portfolio Advisor and Certified Financial Manager. He joined Pacific Capital to provide an experience that he would feel comfortable recomending to his friends and family. Trevor spent a number of years living in South America and the Middle East before beginning his career in wealth management, and is fluent in Spanish. He enjoys spending time with his wife and children living in Irvine.
Education/Certifications:
● Bachelor’s Degrees in Finance and International Politics – Brigham Young University
● Chartered Retirement Planning Counselor®
Community Service:
● Earned the high rank of Eagle Scout in the Boy Scouts of America
● Coaches his four children’s youth sports teams locally in Irvine, CA
We work to help you enjoy life by removing your stress about money.
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Chad Willardson, AWMA®, CRPC®
President, Founder -
Cori Beth Parks, WMS℠, CCSP
Client Service Director -
Josh Coniglio, CFP®
Director of Financial Planning -
Darin Tuttle, AIF®
Director of Investment Strategy -
Katie Reynosa, CCEP
Client Experience Director -
Amy Hernandez, CCEP
Client Service Director 
Peter Manning
Retirement Plan Consultant-
Trevor Twitchell, CRPC®
Private Wealth Advisor -
Donna Wright
Client Advisor -
Ammon Tuimaualuga
Client Advisor -
Kevin Crawford
Client Advisor -
Josh Giles
Client Advisor -
Jesse Huerta
Client Advisor -
David Tietjen
Client Advisor -
Noah Schmidt
Client Advisor
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