|
|||
 |
About Us |
| About the President
Robert Pagliarini, MSFS, 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’s Professional Experience Before this, Robert established and operated a financial and business consulting firm. His clients were the executives of private and publicly traded companies in technology, medical device, education, service, and healthcare fields. Part of the service he provided to his clients was explaining complex concepts to an audience unfamiliar with them. In the mid 1990s, Robert was the branch manager of a publicly traded financial firm headquartered in Beverly Hills, CA and with offices worldwide. During his tenure, Robert had the unique opportunity to oversee the development, deployment, and marketing of one of the first online investment trading sites in the world. What began as a tool for a niche of professional traders quickly developed into a way for anyone to easily invest on their own. While it was the great emancipation for the individual investor, he saw the devastating effect this newfound freedom could bring to personal finance. Retirees, widows, and young families were trading online with only the knowledge that CNBC and stock message boards provided. Nothing was too sophisticated—not stock options, not short-selling, and not penny stocks. The focus was 100% investing at the expense of everything else. Robert uses this experience to ensure his current clients have a comprehensive approach to their finances and don’t neglect critical areas. Robert’s Passion Now, years later, he works closely with individuals and families to prevent such financial disasters from occurring. While, of course, he can’t guarantee every marriage will last or that disaster will never strike, Robert can help his clients prepare financially for the best and the worst. To satisfy his passion to help every day families experience a greater sense of security and financial independence, he authored The Six-Day Financial Makeover a personal finance book published by St. Martin’s Press in October 2006. Aiming to teach people from any background how to focus their financial planning around tangible goals, Robert has been able to give readers a greater sense of achievement and purpose every day they go to work. His literary agent represents such bestselling authors as Dr. Phil and Stephen Covey. Robert’s Expertise Robert’s Personal Life
|