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Financial Planning

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

7 Savings Tips for Parents and Students During Back-to-School Season

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As the 2020-21 school year begins, students of all ages are facing many changes to their school experiences due to the COVID-19 pandemic—whether transitioning to remote instruction or instituting mask-wearing within school buildings. These changes may exacerbate annual back-to-school stress, as parents and students navigate covering the many back-to-school expenses. To help, understand your opportunities…

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4th of July

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Lately I’ve been reading and watching a lot of World War II documentaries (Netflix has a series called WWII In Color that is excellent). The more I learn about that war and the other wars our soldiers have fought in the more I understand and appreciate this holiday. I used to think about it as…

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Why is the Stock Market Going Up and Will It Drop Again?

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We’ve seen strong gains in the last few weeks from the March 23 low. The questions on many investors’ minds are why and will it last. There is a divergence between the reality of today (e.g., virus spread, lock-downs in many states, record unemployment claims, greatly reduced corporate earnings, rise in bankruptcies, etc.) and what…

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The Power of People: My Thoughts on the Coronavirus

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Every day I feel humbled when I hear how companies are responding to the coronavirus. There are feel-good stories about how distilleries have shifted to producing hand sanitizer and how companies such as Apple have donated 9 million medical masks to healthcare workers. There are other stories about how innovative companies are devising ways to…

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Robert Pagliarini Earns PhD in Financial & Retirement Planning

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I am very proud to announce that after nearly four years of long nights and weekends, I have successfully earned a PhD in financial and retirement planning from the American College. It’s been quite a journey! My dissertation is titled Role of Parent-Provided Financial Education on Financial Beliefs, Financial Behaviors & Financial Satisfaction. If you…

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Investopedia 100 Recognizes Robert Pagliarini as Top Financial Advisor of 2019

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Robert Pagliarini was recently recognized by Investopedia as one of the top 100 financial advisors of 2019 nationally, as well as one of the top 22 financial advisors in California. The Investopedia 100 annually selects leading financial advisors across the country who are impacting education and strategies for investing, wealth management and financial planning. Top-of-the-industry…

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Pacifica Wealth Advisors Recognized as Top Irvine Wealth Management Firm

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We’re proud to announce that Pacifica Wealth Advisors has been named one of the 2019 top financial advisors in Irvine by Expertise. This hand-selected list by the team at Expertise is based on excellence across five categories, including reputation, credibility, experience, engagement and professionalism. We put our clients’ interests first and strive to continue providing…

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Video: Tune out the Noise

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A Roadmap for Insurance Claims after a Natural Disaster

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After the winds end and the waters recede, people affected by the two monster hurricanes in the southern United States will need to move fast, keep records and become their own advocates if they are to recover financially. Many people whose property has been damaged by a flood learn quickly that standard homeowners’ policies cover…

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Low Volatility Market: Ways to Reduce Risks That Persist

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If you’ve been thinking that not much is happening in the market lately, you’re right. Through the first seven months of the year, none of three major stock market indexes has fallen by more than 5 percent. And one gauge of market movement, the CBOE Volatility Index (VIX), which measures investors’ expectation of the ups…

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