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Financial Planning for Professional Athletes

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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 provides solid financial advice to major athletes in these free courses.

Invest Like a Pro

Understanding how the pros invest can help your financial situation radically improve. From recognizing common...
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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