Who We Help
We are true fiduciaries.
This means we always put our client’s best interests first. A true fiduciary also means that we are not part-time fiduciaries. We put our client’s best interests first in all cases and at all times. Less than 8% of financial advisors are true fiduciaries. Read our fiduciary oath to see the principles we live by.
You have enough to think about right now - trusting your financial advisor shouldn't be something you have worry about! Choose a fiduciary financial advisor.
Meet Our Lead Financial Advisor
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 over two 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 PhD in financial and retirement planning. Additionally, I am a Certified Financial Planner™ practitioner, a Certified Divorce Financial Analyst, a Certified Structured Settlement Consultant, an Enrolled Agent* with the IRS, and have a Master’s Degree in Psychology. Learn more about me or our financial planning services.