You found the firm that specializes in retirement planning and managing sudden wealth.
Fee-only financial and investment solutions for clients across the country.
Who Does Pacifica Help?
Pre/Post Retirees
Robert has been helping clients navigate the changes retirement brings for nearly three decades. He has earned a Ph.D. in financial and retirement planning where retirement income distribution planning was a large focus of his studies and research.
Sudden Wealth™ Recipients
Pacifica specializes in serving Sudden Wealth™ recipients – individuals who quickly receive a large sum of money from an inheritance, settlement, stock options, etc. Pacifica can help you go from confused and overwhelmed to confident and in control.
Choose a fiduciary
Robert Pagliarini, Ph.D., CFP®, is a fiduciary, which means he is legally and ethically bound to act in the best interests of his clients.
Meet Robert Pagliarini, Ph.D., CFP®
Hello. My name is Robert Pagliarini. I have the great honor of helping people during one of the most exciting and nerve-wracking times in their lives. For nearly three decades, I have specialized in helping clients manage, grow, and preserve their wealth through significant financial transitions such as retirement, the sale of a business, inheritance, stock options, and other sudden wealth events. My investment and wealth management firm, Pacifica Wealth Advisors, serves clients across the country.
I have a Ph.D. in financial and retirement planning, am a Certified Financial Planner™ practitioner, and have a Master’s Degree in Psychology. Additionally, I have written five books on personal finance. Learn more about me and Pacifica's financial planning services.
WE TRY TO SOLVE “THE NASTIEST AND HARDEST PROBLEM IN FINANCE."
How much income can you safely withdraw from your retirement accounts without risking running out of money? It seems like a simple and straightforward question, but would you be surprised that a Nobel Prize-winning economist said that this is "the nastiest and hardest problem in finance?" If a PhD from Stanford thinks this is the biggest challenge, it means it requires a great deal of planning. This is where Pacifica Wealth comes in. Robert Pagliarini, Ph.D., CFP®, has a PhD in retirement planning and works to solve this "nastiest and hardest problem" and give his clients confidence.
