Business Description
We have developed an expertise and national reputation for serving America's most affluent investors and Sudden Wealth™ recipients.
Robert Pagliarini, MS, MA, CFP is the president of Pacifica Wealth Advisors, a boutique investment and financial planning firm in Southern California serving some of America’s most affluent individuals and families. Called a “financial bodyguard” and “financial motivator” by his clients, Robert has spent the past decade demystifying saving, investing, and insurance, as well as retirement, estate and tax planning to protect his clients and help them achieve their most important goals.
Robert relies on his financial education and experience as well as his degree in psychology and background as a counselor to provide comprehensive and personal wealth management solutions to his clients. The goal of Pacifica Wealth Advisors is to first protect its clients’ assets, and then help them grow. He accomplishes this by first performing a detailed and comprehensive analysis of his clients’ current financial situation. It has been his experience that even though a client may have a sophisticated investment program or estate plan, they invariably have missed a crucial detail that could impact their finances overnight.
Robert is the author of The Other 8 Hours: Maximize Your Free Time to Create New Wealth & Purpose, the No. 1 bestseller Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week, and Plan Z: How to Survive the 2009 Financial Crisis (and even live a little better).
Robert writes a weekly column for CBS MoneyWatch that is syndicated to the LA Times, Chicago Tribune, Huffington Post, and many others. He has appeared as an expert on Fox Business, 20/20, Good Morning America, Dr. Phil, ABC Morning News, the Ricki Lake Show, Dr. Drew’s Lifechangers, and in The Wall Street Journal, Newsweek, Money Magazine, etc. He has been a featured guest on National Public Radio’s financial program MarketPlace and hundreds of other national radio programs. Robert is a Certified Financial Planner and has two master’s degrees: one in financial services and another in clinical psychology.
Address & Contact
- Street:
- 26041 Acero
- Postcode:
- 92691
- City:
- Mission Viejo
- State:
- California
- Zip:
- 92691
- Phone:
- 949-305-0500
- Website:
- www.pacificawealth.com
- Category:
- Bank Financial Institution
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