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Sudden Wealth

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

Looking for Sudden Wealth Recipients for TV Show

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Want to be on TV? I’m involved with Core Media Group (http://www.coremediagroup.com)—the company responsible for American Idol and others. They are putting a documentary style show on a major network channel about people who come into wealth overnight. It is not a “reality” show, but more of a documentary format. They are working with me because, as…

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Sudden Wealth: The 6 Things You Must Know About Money That Comes Sudden

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It can happen all of a sudden. Money that may or may not be expected comes to you overnight. But just what is sudden wealth? There’s gradual money and there’s money that comes suddenly. Most of us are used to gradual money—earning an income and building a nest egg over time. It’s a slow and…

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Financial Advice for Lottery Winners

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Having worked with lottery winners and being recognized as a national expert on sudden wealth, I have financial advice for lottery winners. But first . . . congratulations on your win! As you’ve probably realized, nothing could have prepared you for the rush of emotions and adrenaline. [Read about our Sudden Wealth Lottery Winners Services]…

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Powerball Lottery Winners: MSN Article

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A new MSN article titled “Powerball winners now face their toughest odds” discusses the challenges facing the three recent Powerball lottery winners. Pacifica Wealth Advisors is mentioned in the article: “Those stories underscore the necessity of shelling out for a financial adviser, or even a team of experts, to help keep winners from making poor…

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Financial Planner Lottery Advice: Yahoo Features Robert and Katie Couric

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In a Yahoo feature titled “What Everyone Who Wants To Win the Lottery Should Know,” Katie Couric interviews Robert Pagliarini about how to manage the financial and psychological issues facing lottery winners. Here is a short preview: “Financial expert and President of Pacifica Wealth Advisors, Robert Pagliarini, works to help people that have come into…

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Watch Robert Provide Sudden Wealth Lottery Tips on the Katie Couric Show

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A couple of weeks ago I was flown to NY to be on the Katie Couric show. Katie invited me to be on her show to discuss the financial and psychological sudden wealth effects of winning the lottery. While there is no shortage of windfall to broke stories, with proper guidance and motivation, those who…

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Katie Couric Post: 7 Tips if You Win Big

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What should you do if you win the lottery? A few weeks ago I was invited to be on the Katie Couric show to discuss the financial and psychological sudden wealth effects of winning the lottery. You can read some of my financial advisor lottery tips titled “7 Tips if You Win Big” and I…

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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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Powerball, Powerball, Powerball! CA Gets the Lottery

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You heard it here first! Powerball Powerball Powerball mania has hit California. There are few topics that get people interested and excited as much as the lottery. Even if you don’t play, the idea of receiving a life-changing windfall can be thrilling to imagine. And now it seems, at least for those in California, your…

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What If You Won the Lottery? How to Handle a Big Financial Windfall

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Robert Pagliarini, who has developed a national reputation for working with sudden wealth recipients–those who receive a windfall from inheritance, lottery, sports/entertainment contracts, business sale, divorce, stock options, or lawsuit–was interviewed by LearnVest. You can read an excerpt below: *********************************** The winner of the largest single-ticket jackpot has yet to step forward. The Powerball ticket, which…

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