Located in Orange County (Mission Viejo), California, and serving clients across the nation, Pacifica Wealth Advisors, and its president Robert Pagliarini, have developed an expertise and reputation for helping Sudden Wealth™ recipients and affluent clients manage their wealth. We have created a unique five-step process called 360Wealth Management that aims to improve every aspect of your finances and ensures nothing is overlooked. We cut through pie-in-the-sky theories and jargon to provide financial advice that actually makes sense for our clients.
Robert Pagliarini is a nationally recognized expert sought out by the media and individuals for his financial expertise.
Specialized Financial Planning
We have a special expertise serving Sudden Wealth™ recipients – individuals that quickly receive a large sum of money through divorce, inheritance, lottery, sports contract, or lawsuit. We help our Sudden Wealth™ clients go from confused and overwhelmed to confident and in control through a five-step process.
Total Wealth Management
We provide financial planning and investment management services to our affluent clients. To ensure our clients are making the most of their resources and to protect them from uncertainty, we take each of our clients through a unique five-step process called 360 Wealth Management.
Transition & Corporate Benefits
We provide business transition planning to family businesses who are selling their company to outsiders or transitioning the business to younger family members. We also have a team who provides corporate and executive benefits such as 401(k)s and health insurance plans to small and mid-sized companies.
Pacifica Wealth Advisors is led by Robert Pagliarini—a Certified Financial Planner who also has a master’s degree in financial services and another in clinical psychology. Robert has spent nearly two decades 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 Pagliarini is an avid reader and writer. In addition to authoring three bestselling books, he also writes a weekly column for CBS News, which is syndicated to newspapers across the country. Robert is frequently called upon by the media for his financial expertise. He has been featured as a financial expert on Dr. Phil, 20/20, Good Morning America, Fox Business, Katie with Katie Couric, ABC News, Dr. Drew’s Lifechangers, and in the Wall Street Journal, Chicago Tribune, Money Magazine, Newsweek, Los Angeles Times, CNN, and has appeared on hundreds of radio programs.