A new MSN article titled “Powerball winners now face their toughest odds” discusses the challenges facing the three recent Powerball lottery winners. Pacifica Wealth Advisors is mentioned in the article:
“Those stories underscore the necessity of shelling out for a financial adviser, or even a team of experts, to help keep winners from making poor decisions. According to Pacifica Wealth Advisors, which bills itself as a firm that works with “sudden wealth recipients,” winners should also plan on using several types of attorneys, such as experts in taxes and trusts.”
About the Sudden Wealth Financial Advisor
Robert Pagliarini, PhD, CFP®, EA has over 25 years of financial planning and investment management for the suddenly wealthy. Robert is a CFP® Ambassador, one of only 50 in the country, and a real fiduciary. He authored the book The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth in hopes to help those deal with sudden wealth and the emotions that come along with it. In addition to his Ph.D. in financial and retirement planning, he earned a Master's in Psychology to better understand and be equipped when helping clients manage a windfall. He has helped clients from across the United States who have received a windfall from an inheritance, lawsuit settlement, business sale, stock options, sports and entertainment contracts to make sense of their sudden wealth. When he is not helping the suddenly wealthy, you can find him writing personal finance books and articles for Forbes. If you're needing help managing wealth, contact Robert directly.