Financial Advisor for Lottery Winners

FINANCIAL ADVISORS FOR LOTTERY WINNERS

We are nationally-recognized financial advisors to lottery winners. We help our clients safeguard their winnings and transform sudden wealth into lasting wealth.

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Are you feeling confused and stressed after winning the lottery?

If you have won the lottery or Powerball and feel overwhelmed with the financial, legal, and tax issues and are unsure what to do, we have developed over the last 20 years to provide you with immediate clarity into what you have and the steps you need to take to preserve your lottery winnings.

The thrill of winning the lottery and the rush of emotions that follow can make it hard to make well-thought-out decisions. Some of our clients have told us that their worlds felt like they turned upside down – that they felt stuck and unsure of what to do.

Find a trusted financial advisor to help you manage your winnings

That’s where Pacifica Wealth Advisors come in. We are a wealth management and investment firm in Orange County, CA.

We will research your options and help you make the most suitable financial decisions with your lottery winnings. We will get your legal, tax, and financial team in place so and help you understand all of your financial options.

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.

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 the lottery and powerball winners. 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 20 years of experience as a financial advisor for Powerball and lottery winners. He provides financial planning and investment management to lottery winners across the country. Robert is 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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Manage and track your winnings 24-7

Whether you won the lottery in California or hit the jackpot in Florida - we can help you protect and grow your lottery winnings. We utilize a sophisticated financial planning platform and can handle all paperwork, meetings and more 100% online.

Compassionate advice for lottery winners

Although many people dream of winning the lottery, it can feel like a nightmare when you’re confused about what to do next. You need a financial advisor who has your best interest. Not only will we help safeguard your lottery winnings - we'll help you deal with the emotional aspects of sudden money.

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Questions we help lottery winners answer

We've been answering questions regarding the emotional and financial aspects of sudden wealth for 20 years
  • Should I have a financial plan before I claim my lottery winnings?
  • Should I take the lump-sum amount or the annuity after I won the lottery?
  • How can I be an anonymous lottery Powerball winner?
  • How long does it take to collect lottery winnings?
  • How should I deal with the media and the publicity?
  • How can I protect my lottery winnings from others?
  • What are some responsible ways to share my sudden wealth with friends and family?
  • What can I do to make sure my children do not become spoiled and unmotivated?
  • How can I reduce my taxes after a windfall?
  • How should I invest my lottery winnings?
  • How can I protect my lottery winnings from others?
  • What are some responsible ways to share my sudden wealth with friends and family?
  • What can I do to make sure my children do not become spoiled and unmotivated?
  • How can I reduce my taxes after a windfall?
  • How should I invest my lottery winnings?

The Sudden Wealth Solution Book

12 Principles to Transform Sudden Wealth into Lasting Wealth - A must-read for lottery and powerball winners!

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 clients who have won the lottery, 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 lottery winnings, and transform your winnings into lasting wealth. 

Get your copy

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