Irvine financial planner advisor
Skip to content

Bitcoin & Cryptocurrency Financial Advisor - Wealth Planning

We can work with you to develop a plan that will diversify your assets and help to preserve your wealth.

Sudden wealth from Bitcoin and Cryptocurrency

When I wrote the book, The Sudden Wealth Solution, I didn’t even mention Bitcoin (BTC) or cryptocurrencies such as Ethereum (ETH), Chainlink (LINK), Ripple (XRP), or others. Why? Bitcoin wasn’t well known and the others didn’t even exist!

Fast forward to today and they have become a large part of our vocabulary. More importantly, they have been an incredible creator of sudden wealth for many.

Making the most of your Bitcoin & Cryptocurrency Wealth with a Financial Advisor

It’s not uncommon for Bitcoin or other cryptocurrencies to represent 90+% of their net worth.

However, extracting this value takes a great deal of investment and tax planning. We have a team of professionals who have been helping clients get the most value when they decide they want to diversify their wealth from bitcoin and other cryptocurrencies.

Up to

%

of Sudden Wealth is lost in the first year.

Don’t be a statistic. Get a Sudden Wealth expert on your team to help your gains on cryptocurrency last a lifetime.

Nationally Recognized Sudden Wealth Expert

Robert Pagliarini has over 24 years of financial planning and investment management for the suddenly wealthy. He is passionate about helping others protect their wealth while navigating this relatively new technology. If you're looking for a Bitcoin and cryptocurrency wealth financial advisor, give him a call. Robert is a CFP Ambassador, one of only 50 in the country, as well as an Enrolled Agent with the IRS. He has written several books and writes a financial column for Forbes.

robert-pagliarini-financial-advisor-orange-county-irvine-financial-planner

Meet the Bitcoin & Cryptocurrency Wealth Financial Advisor

Robert Pagliarini, Ph.D., CFP®, EA has over 24 years of financial planning and investment management for the suddenly wealthy. He is passionate about helping others protect their wealth while navigating this relatively new technology. If you're looking for a Bitcoin and cryptocurrency wealth financial advisor, give him a call. Robert is a CFP Ambassador, one of only 50 in the country, as well as an Enrolled Agent with the IRS. He has written several books and writes a financial column for Forbes.

The Sudden Wealth Solution Book

12 Principles to Transform Sudden Wealth Into Lasting Wealth - A must-read for those who found wealth in Bitcoin/cryptocurrency.

Robert Pagliarini, founder of Pacifica Wealth Advisors, a wealth management firm in Orange County, CA - authored The Sudden Wealth Solution. Bitcoin, Ethereum, Chainlink, and other cryptocurrencies aren't mentioned in this book! Why? Bitcoin wasn’t well known and the others didn’t even exist!  However, these principles still apply to cryptoasset windfalls.  Sudden wealth is often portrayed as creating dire consequences for its recipients, but it can be an amazing opportunity that improves your life and those around you. I’ve worked with enough clients over the years to see patterns – what works and what doesn’t. With proper guidance and a willingness to stick to the 12 Principles outlined in The Sudden Wealth Solution, you can avoid the common pitfalls that so often destroy sudden wealth. If you've gained sudden wealth from bitcoin or other cryptocurrencies -- this book is your guide to help you create lasting wealth.

sudden wealth solution crypto bitcoin wealth

BITCOIN AND CRYPTOCURRENCY FINANCIAL ADVISOR

We can help you develop a Bitcoin/Cryptocurrency tax plan to help you remain tax compliant and help you minimize taxes. We can then help you diversify part or all of your Bitcoin/Cryptocurrency assets into other assets including, stocks, bonds, and real estate. In addition, we can create a full wealth management plan focused on your financial success.

We have the experience and can put together an overall plan for not just your Bitcoin & cryptocurrency wealth, but how they will integrate into your overall financial strategy.

bitcoin-invecting
woman

Manage and track your wealth

Whether you have a large gain in Bitcoin from years ago or have recent wealth from the cryptocurrency boom -- we can help you protect and grow your wealth. We utilize a sophisticated financial planning platform and can handle all paperwork, meetings and more 100% online.

Solid advice for winners in the crypto space

Although many people dream of picking an investment that rises 1,000% or more -- it can feel like a nightmare when you’re confused about what to do next. You need a Bitcoin & Cryptocurrency financial advisor who has your best interest. Not only will we help safeguard your wealth -- we'll help you deal with the emotional aspects of sudden wealth.

financial advice bitcoin cryptocurrency wealth

I sold my Bitcoin - now what?

With over 25 years of experience giving financial guidance to the wealthy, here are the questions we answer.
  • I have a large amount of Bitcoin and cryptocurrency wealth - do I need a financial advisor?
  • Do I need to pay tax on the gain from selling my crypto?
  • How does the IRS treat virtual currency?
  • How can I diversify my investments into other assets?
  • How can I preserve my wealth and help to protect it from lawsuits?
  • I have a large amount of Bitcoin and cryptocurrency wealth - do I need a financial advisor?
  • Do I need to pay tax on the gain from selling my crypto?
  • How does the IRS treat virtual currency?
  • How can I diversify my investments into other assets?
  • How can I preserve my wealth and help to protect it from lawsuits?
  • Should I update my estate plan as a result of my sudden wealth?
  • Which crypto exchanges are considered safe?
  • Should I consider cold storage?
  • Is there a way I can earn interest on my cryptoassets?
  • What professionals should I consult with after cashing out my crypto gains?
  • Should I update my estate plan as a result of my sudden wealth?
  • Which crypto exchanges are considered safe?
  • Should I consider cold storage?
  • Is there a way I can earn interest on my cryptoassets?
  • What professionals should I consult with after cashing out my crypto gains?
Reach us at (949) 305-0500