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Financial Advisor Irvine Retirement Financial Planning

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Financial Advisor Irvine Retirement Financial Planning

The firm that manages your money shouldn’t be the same firm that holds your money.

By Robert Pagliarini

Pacifica Wealth Advisors

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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. Pacifica Wealth serves business owners, retirees, and sudden wealth recipients by helping them create wealth and confidence. Our founder, Robert Pagliarini, has nearly three decades of financial planning and investment management experience.

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Pacifica Wealth provides investment management and financial planning to clients across the United States.

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Pacifica Wealth Advisors, Inc. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Pacifica Wealth Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pacifica Wealth Advisors, Inc. unless a client service agreement is in place. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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Reach us at (949) 305-0500

About
Retirement Planning
Sudden Wealth
Books
Contact

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