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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.

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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Tips for Homebuyers Struggling in a Tight Market

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Summer often brings transitions. In between school years, families relocate, or consider looking for a different house. First-time buyers hit the streets, too. If you’re among those dipping your toe in the market, you might be noticing how frustrating it is: There’s a housing shortage. Home prices have increased by 40% in the last four…

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5 Mistakes To Avoid When Handling An Inheritance

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If you’ve been lucky enough to receive an inheritance, you might be tempted to start spending. After all, a few small indulgences couldn’t hurt, right? Take a deep breath and slow down. Two of the most common inheritance mistakes we see are that people move too fast and spend or give too much. Instead, develop…

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21 Innovative Ideas for Office Pools

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Robert was recently featured on Fit Small Business, offering expert advice on successfully setting the rules for a fair office lottery pool. Read the full article here: 21 Innovative Ideas for Fun Office Pools

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