Pacifica Wealth Advisors, and its president Robert Pagliarini, provide unbiased financial and investment advice to affluent clients and sudden wealth™ recipients. We walk our clients through a unique five-step process we developed called 360 Wealth Management to make sure each client is moving in the direction of their goals, making smart decisions with their money, investing wisely, and protecting what they’ve worked their whole lives to achieve.
- To help you go from confused and overwhelmed about your finances to confident and in control.
- To provide unbiased, independent, and objective advice that is solely in the best interests of our clients.
- To help you discover what moves you and what you are passionate about having, accomplishing, and becoming.
- To help you achieve all your goals.
- To help you survive when disaster strikes.
- To help protect what you’ve worked so hard to achieve.
What We Believe
Simplicity is the ultimate sophistication. ~Leonardo DaVinci
We all suffer from information overload. We have more options and choices than ever before. At Pacifica Wealth Advisors, we make every effort to make managing your finances and investing as easy as possible. Einstein recommended we make things “as simple as possible, but no simpler.” Instead of trying to impress you with complexity, data, and information, we’ll dazzle you with strategies you can actually understand. While our financial analysis and investment advice are anything but simple, we’ll explain the concepts and recommendations in plain English and without any financial jargon. Our success is based on a nodding head and phrases such as “I get it” and “that makes sense to me.”
About the President
Pacifica Wealth Advisors is managed by Robert Pagliarini, MS, MA, CFP. Robert has a national reputation for serving affluent investors and sudden wealth™ recipients. He is a #1 bestselling author, holds two master’s degrees, and is often called upon by the media for his financial expertise. Read more about Robert Pagliarini.