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Financial Planning for Professional Athletes

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

How Athletes Go Bankrupt

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How Athletes Go Bankrupt I just read about professional hockey player Jack Johnson’s financial troubles. We’ve heard this story many times before with other athletes and celebrities, but I still get sick to my stomach every time I see this because it is entirely preventable. There is no reason an athlete who works for nine…

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Why I Arm-Wrestled NFL Player Dee Ford

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What would possess me to arm wrestle first-round draft pick Dee Ford? There are no lengths I won’t go to in order to teach people about money… You can read why in the column I wrote for AOL titled “I Arm-Wrestle NFL Rookie Dee Ford to Teach Athletes About Money.”        

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Robert Keynotes 2014 Sports Entertainment Group Retreat

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Robert was invited to keynote the Sports Entertainment Group 2014 Retreat in Las Vegas to 50+ NFL players. He was invited by attorney and sport’s agent Adisa Bakari, partner at Kelley Drye & Warren and chair of The Sports Entertainment Group because of his expertise in turning sudden wealth into lasting wealth. The theme of…

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Robert on Pro Sports Live Bloomberg Radio

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On most Saturday mornings I am watching my daughter do Brazilian jiu-jitsu, but this Saturday I had the pleasure of being on the syndicated Bloomberg radio show, “Pro Sports Live” talking about athletes, sudden wealth, and why athletes go broke. Have a listen…  

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Professional Athletes & Sudden Wealth: The NFL Financial Education Program

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I recently wrote a column for CBS Moneywatch titled “Why Athletes Go Broke” that discuss seven common issues that impede good financial and investment decisions for professional athletes when trying to manage their sudden wealth. The NFL Players Association is trying to educate their players and provide them with unbiased financial advice. At the helm…

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Robert’s CBS Column: 5 Sure Signs of Corporate Burnout

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Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: Are you working too long and too hard? Could you achieve more by doing less?…

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