



Pacifica Wealth Podcast
The goal of this podcast is to inform and to empower you. To give you the knowledge and the confidence to make the best decisions you can during a major financial transition. I’m hoping this podcast is one source for you to get the information you need to make the very most of your financial transition!


Meet your host, Robert
I’ve been in personal finance and working with clients for over 25 years. I own and manage a financial planning and investment firm in Orange County, CA where we specialize in financial transitions such as retirement, a business sale, inheritance, or sudden wealth. I’ve written four personal finance books, have a column on Forbes, and have appeared as a financial expert on TV shows such as Dr. Phil, GMA, 20/20, and others. I have two master’s degrees (financial services and psychology) and am currently completing my Ph.D. in financial and retirement planning.