Irvine financial planner advisor
Skip to content

Learn how to become a better investor


Learn the essentials of investing in just 9 days.

Please enter your full name and email address below to begin the mini investment course.

One of the main drivers of financial success is knowledge and financial confidence. I hope this short program helps you become a better and more confident investor.

- Robert Pagliarini, Ph.D., CFP®, EA

Investment Course Outline

The worst promise for a wealth management firm?

Can you time the market?

Should we sell this loser?

The risk of NOT investing...

Pop quiz!

How will you handle the ups and downs in the market?

Should you invest in stocks?

I just read that the market could crash because...

Breaking news!

Reach us at (949) 305-0500