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Financial advisor for entertainers

We are fee-only fiduciary financial planners who work with entertainers and their teams build strong and stable financial lives.

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DO YOU WANT TO CONVERT YOUR HARD WORK AND SACRIFICE INTO FINANCIAL INDEPENDENCE AND STABILITY?

Professional entertainers and celebrities have unique legal, tax, and financial needs. Uncertain and volatile cash-flow is common. We develop a financial plan for celebrities to smooth the ups and downs of income and make sure taxes are covered and enough is being saved for the future.

As your personal CFO, we provide a comprehensive financial review of what is working and what can be improved. We look for  oversights – things that could wreak havoc on our professional entertainer's financial lives overnight – and find individualized solutions

Because their lives are public, maintaining privacy and shielding them from baseless lawsuits is critical. Our goal is to protect our clients’ interests, which often starts with protecting the client. We work with our legal team to create corporate structures to:

  • Privacy policies for employees
  • Employment agreements for household help
  • Preserve assets
  • Security companies to protect high-profile celebrities dwelling and vehicles
  • Kidnap and ransom insurance for high-profile actors and actresses

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 make your financial windfall last a lifetime.

A financial advisor for entertainers

We work closely with our client’s team—the attorney, business manager, and accountants. Our mission is to improve our clients’ lives by providing them with the security that their assets are protected and expertly managed. If you want a comprehensive review of your finances or are looking for better strategies to grow your assets, we have developed a national reputation for providing financial planning and investment management to professional entertainers globally.

Fiduciary Financial Planner Irvine

We are true fiduciaries.

This means we always put our client’s best interests first. A true fiduciary also means that we are not part-time fiduciaries. We put our client’s best interests first in all cases and at all times. Less than 8% of financial advisors are true fiduciaries. Read our fiduciary oath to see the principles we live by.

You have enough to think about right now - trusting your financial advisor shouldn't be something you have worry about! Choose a fiduciary financial advisor.

Nationally Recognized Sudden Wealth Expert

Robert Pagliarini, has over two decades of financial planning and investment management for professional entertainers 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.

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Nationally Recognized Sudden Wealth Expert

Robert Pagliarini, has over two decades of financial planning and investment management for professional entertainers 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.

Nationally-Recognized Financial Planner for Professional Entertainers

Our founder Robert Pagliarini is nationally known for providing investment, legal, and tax advice to those in the entertainment industry. He is also a CFP Board Ambassador with dual masters and Ph.D. and has become the go-to expert for serving sudden wealth recipients. He is called upon by the media for his insight into the financial and psychological issues related to navigating life after sudden wealth - including those entertainers and celebrities who came into sudden wealth after landing on the big screen.

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Manage and track your finances 24-7

Whether you're a Hollywood actress in California or an actor on Broadway in New York - we can help you protect and grow your income as an entertainer. We utilize a sophisticated financial planning platform and can handle all paperwork, meetings and more 100% online.

 

Solid financial advice for entertainers

Although many people dream of being on the big screen, it can feel like a nightmare when you’re confused about what to do next after singing a major entertainment contract. You need a financial advisor who has your best interest. Not only will we help safeguard your income - we'll help you deal with the emotional aspects of sudden money.

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Questions we help entertainers answer

We often answer these questions as financial planners for celebrities and their managers
  • How can I protect my income if I get injured?
  • How can I manage my finances when my income is so unpredictable as a major athlete?
  • Are there ways to shield some of my income from taxes?
  • How much money do I need to save each year so I have the freedom to retire?
  • How can I protect my income if I get injured?
  • How can I manage my finances when my income is so unpredictable as a major athlete?
  • Are there ways to shield some of my income from taxes?
  • How much money do I need to save each year so I have the freedom to retire?
  • How can I become financially independent so I can choose what team I can be on?
  • How can I best take advantage of my gifts?
  • Am I doing everything I can to make the most of my talents and situation?
  • How do I manage to say "no" to excessive money requests?
  • How can I become financially independent so I can chose what team I can be on?
  • How can I best take advantage of my gifts?
  • Am I doing everything I can to make the most of my talents and situation?
  • How do I manage saying "no" to excessive money requests?

The Sudden Wealth Solution Book

12 Principles to Transform Sudden Wealth into Lasting Wealth - A must-read for celebrities

Robert Pagliarini, founder of Pacifica Wealth Advisors, a wealth management firm in Orange County, CA - authored The Sudden Wealth Solution. 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 highly paid entertainers 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 wealth from large entertainment contracts.

Learn More

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Reach us at (949) 305-0500