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A Painfully Honest Conversation (Video)

This video would be hilarious if it weren’t so true! I just don’t understand why ALL advisors wouldn’t want to put their client’s interests first. It’s called fiduciary duty and it is one of the most important requirements when looking for a financial advisor who will give you advice.


About the Independent Financial Advisor

Robert Pagliarini, PhD, CFP®, EA has helped clients across the United States manage, grow, and preserve their wealth for the past 25 years. His goal is to provide comprehensive financial, investment, and tax advice in a way that was honest and ethical. In addition, he is a CFP® Board Ambassador, one of only 50 in the country, and a real fiduciary. In his spare time, he writes personal finance books, finance articles for Forbes and develops email and video financial courses to help educate others. With decades of experience as a financial advisor, the media often calls on him for his expertise. Contact Robert today to learn more about his financial planning services.

Reach us at (949) 305-0500