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Financial Planning Resources

We are sharing the wealth with resources on topics from retirement to investment management. Read our blog, sign up for a course or listen to our podcast today.

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Books

Our founder & financial advisor is also a best-selling author and has published 4 books. Topics include Sudden Wealth to the basics of understanding money.

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Financial Planning Email Courses

Our free email courses are offered on a variety of financial topics.

Surviving Divorce - Emotionally and Financially

Surviving Divorce

Money Habits For Financial Success

Money Habits For Financial Success

Warning! Don’t Make These Financial Mistakes!

Warning! Don’t Make These Financial Mistakes!

Financial Advisors - How to Choose

Financial Advisors

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Financial Planning Webinars

Join Robert Pagliarini, PhD, CFP®, EA for a webinar and gain financial knowledge and insight.

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Sudden Wealth: Money Beliefs

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What Leads to Retirement Satisfaction?

Stock Option Planning

Pursuing a Better Investment Experience

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Defined Benefit Retirement Plans for Small Business Owners

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Forbes Financial Divorce Topics Robert Pagliarini

Read Robert's articles on financial planning on Forbes.

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Build a brighter financial future with Get Money Smart videos.

  • Types of Income: Do You Know the Two Types?
  • Assets vs. Liabilities
  • What’s Cash Flow? The Key to Wealth Creation
  • How Much Can You Take from Your Investments and Not Run out of Money?
  • How Do I Know How Much to Pay in Taxes? They Sure Don’t Make It Easy

Pacifica Wealth Podcast

Listen to discussions on how to successfully manage the financial, tax, and psychological issues when facing transitions such as retirement, inheritance, business sale, and sudden wealth events.

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Pacifica Wealth Podcast

Listen to discussions on how to successfully manage the financial, tax, and psychological issues when facing transitions such as retirement, inheritance, business sale, and sudden wealth events.

Listen Now
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Weekly Newsletter

Looking to grow your wealth and financial knowledge? Sign up for our weekly email with the latest in finance and actionable insights direct from our lead advisor.

Reach us at (949) 305-0500