Financial Advisor Orange County
Robert Pagliarini – Nationally Known Financial Advisor Orange County
As a nationally known financial advisor located in Orange County (Mission Viejo), Robert Pagliarini specializes in comprehensive wealth management for affluent families, business owners, and sudden wealth recipients. His company, Pacifica Wealth Advisors, Inc., provides financial planning and investment management services to clients across the country.
Pacifica Wealth Advisors specializes in comprehensive wealth management for affluent families, business owners, and sudden wealth recipients. See a full list of our financial services.
What does comprehensive wealth management look like?
Imagine for a moment not having to think about or worry over your finances. Imagine knowing how much you are saving each month and where that money is going. Our team’s only job is to look after your money and make sure your investments are properly allocated and are being actively managed. You can sleep easy knowing you have the proper insurance coverage in case you get into an accident, become injured and cannot work, or get sued. We help you get an estate plan in place that protects those you love the most. We make sure you are not paying more than necessary in state and federal taxes.
Our Wealth-360 program allows you to instantly view your complete and up-to-date net-worth and investment allocation right from your phone anytime you wish. And imagine that you are on the right path – that your hard work has a purpose and that you are reaching all of your goals.
As financial advisors in Orange County, we want to improve every aspect of your finances and to leave no opportunity unturned. If you’d like to learn more about how we work or have a question about your own situation, contact us at 949-305-0500 and we’ll call you back today.
Learn more about our comprehensive wealth management services.