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Financial Advisor & Speaker

Are you looking for a motivating & outgoing financial speaker? Robert Pagliarini, PhD, CFP® has nearly three decades of financial experience and is passionate about helping others. He's been seen on Katie Couric, Good Morning America, and more.

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If you want to help your audience grow their financial confidence and wealth - Robert Pagliarini is the speaker for you!

Coming from a low-income household, he quickly recognized the power of money. As he grew up, he took the opportunity to grow and create the life he wanted while harnessing the power of money.

Let Robert share his passion, education, and experience at your next event.

  • Ph.D. in financial and retirement planning
  • Dual master's degrees in financial services and psychology
  • CFP® (Certified Financial Planner and CFP® Board Ambassador)
  • Bestselling author. total of 4 personal finance books
  • A former columnist for CBS and Forbes
  • Often called upon by the media for his financial advice and has appeared on Dr. Phil, 20/20, Good Morning America, ABC News, and more.

 

Robert Pagliarini

Financial Expert Robert Pagliarini Has Been Seen On:

Orange County financial planner advisor
Irvine financial planner advisor

Help your audience grow their financial confidence and wealth!

Books by Robert

About FInancial Advisor Robert Pagliarini

Robert Pagliarini has an amazing job. He gets to help people from all over the world get financially confident about their money. He is the founder and president of Pacifica Wealth Advisors -- a wealth management firm that has developed a national reputation for working with retirees, sudden wealth recipients, and business owners.

He uses his dual master’s degrees in financial services and psychology to address the financial, tax, legal, and often emotional issues around money. Currently, he's earning his Ph.D. in financial and retirement planning.

Robert has written four personal finance books. His latest is Get Money Smart: Simple Lessons to Kickstart Your Financial Confidence & Grow Your Wealth.

Why Choose Robert as your financial speaker speaker

  • Converts financial jargon to plain English
  • Engages and empowers others to create a better life
  • Helps others get over their fear of money issues;  increase their financial confidence

Speaking Topics

  • Sudden wealth
  • Preparing kids for wealth
  • Inheritance planning
  • Psychology of sudden wealth
  • Financial makeovers
  • Sudden wealth
  • Preparing kids for wealth
  • Inheritance planning
  • Psychology of sudden wealth
  • Financial makeovers
  • Lottery winnings
  • Reducing taxes
  • Protecting assets
  • Investing
  • Customized program
  • Lottery winnings
  • Reducing taxes
  • Protecting assets
  • Investing
  • Customized program

A Financial Advisor with heart

Robert is dedicated to educating others about investing, sudden wealth, and personal finance.

Reach us at (949) 305-0500