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Financial Planner for Entertainers

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We're a small financial planning firm with a big reputation. Our lead advisor and president has a Ph.D. in financial and retirement planning and is a Certified Financial Planner and enrolled agent with the IRS. He has written four personal finance books and writes a column for Forbes. We are Real Fiduciaries for clients nationwide. Learn more about us.

From the Blog


Financial expert Robert Pagliarini, PhD, CFP, EA works with celebrities across the country to manage more than their finances. Get a sneak peek with these free email courses!

Investing 101

What does inflation have to do with investing? Should you buy the stock market dips?...
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The Rich & Famous: Dealing With Sudden Wealth & Fame

  If you catch a big break in sports or entertainment, your wealth can skyrocket...
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Reach us at (949) 305-0500