Protecting more than just finances for professional athletes
Professional athletes have unique legal, tax, and financial needs. Uncertain and volatile cash-flow is common. We develop a financial plan for professional athletes to smooth the ups and downs of income and make sure taxes are covered and enough is being saved for the future.
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:
- Preserve assets
- Employment agreements for household help
- Privacy policies for employees
- Kidnap and ransom insurance for high-profile athletes
- Security companies to protect athletes dwelling and vehicles
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 athlete's financial lives overnight – and find individualized solutions
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.
Why professional athletes need a financial advisor
Financial Planner Robert Pagliarini speaking to NFL players about finances.
For some athletes, the first “aha” moment comes when we show them on one page (or on their smartphone) what they have and where it is. We then show them what they are making and where their money is going. Most of our professional athletes with a lot of financial moving parts come to us feeling overwhelmed and the desire for immediate clarity on the various financial, legal, and tax issues they face.
We are able to provide them with instant insight into what they have and a comprehensive strategy to preserve it and manage it through a process we created over the past 24 years called 360 Wealth Management.
CFP® and Personal CFO for athletes
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 athletes globally.
We are Real Fiduciaries.
This means we always put our client’s best interests first. A Real 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 Real 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 24 years of financial planning and investment management for professional athletes. 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.
Email courses direct from your personal CFO
Financial expert Robert Pagliarini, PhD, CFP, EA provides solid financial advice to major athletes in these free courses.
Sudden Wealth Crash Course
The Rich & Famous: Dealing With Sudden Wealth & Fame
Nationally-Recognized Financial Planner for Professional Athletes
Our founder Robert Pagliarini is nationally known for providing investment, legal, and tax advice to major athletes. 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 professional athletes who came into sudden wealth after signing a sports contract.
Manage and track your finances 24-7
Whether you play football for the Seahawks in Seattle or play for the Gators in Florida - we can help you protect and grow your income as an athlete. We utilize a sophisticated financial planning platform and can handle all paperwork, meetings and more 100% online.
Winning financial advice for athletes
Although many people dream of playing sports professionally, it can feel like a nightmare when you’re confused about what to do next after singing a major sports contract. You need a financial advisor who has your best interest. We will help safeguard your income and help you deal with the emotional aspects of the financial life cycle professional athletes face.
Questions we help athletes answer
We often answer these questions as financial planners for professional athletes.
- 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 professional athletes.
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 athletes 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 major sports contracts.
