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.

Featured Blog Posts

Topics include sudden wealth, financial retirement planning, personal and business finance. Read more on our blog.

Four Steps if You Become a Victim of Identity Theft

How to Protect Yourself from Identity Theft

Are You At Risk of Identity Theft?

What’s the Big Deal with Identity Theft?

Protect Your Assets from Burglars and Fire

Protecting Your Assets from Lawsuits

Where to Get Started with Estate Planning

Your Essential Estate Plan Toolkit: Optional Estate Planning Documents

Your Essential Estate Plan Toolkit: Power of Attorney

Your Essential Estate Plan Toolbox: A Will

Four Steps if You Become a Victim of Identity Theft

How to Protect Yourself from Identity Theft

Are You At Risk of Identity Theft?

What’s the Big Deal with Identity Theft?

Protect Your Assets from Burglars and Fire

Protecting Your Assets from Lawsuits

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.

Learn More

Financial Planning Email Courses

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

Surviving Divorce

Money Habits For Financial Success

Warning! Don’t Make These Financial Mistakes!

Financial Advisors

Browse Courses

WANT TO LEARN HOW TO BECOME A BETTER INVESTOR?

Our free 9-day investment course teaches the essentials of investing.

Financial Planning Webinars

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

Sudden Wealth: Money Beliefs

What Leads to Retirement Satisfaction?

Pursuing a Better Investment Experience

Defined Benefit Retirement Plans for Small Business Owners

Browse Courses

Read Robert's articles on financial planning on Forbes.

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.

Listen Now

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

Offering financial resources and advice

After you're done browsing the resources, please reach out to us with any questions!

Financial Planning Resources

Featured Blog Posts

Books

Financial Planning Email Courses

Surviving Divorce

Money Habits For Financial Success

Warning! Don’t Make These Financial Mistakes!

Financial Advisors

Financial Planning Webinars

Sudden Wealth: Money Beliefs

What Leads to Retirement Satisfaction?

Pursuing a Better Investment Experience

Defined Benefit Retirement Plans for Small Business Owners

Pacifica Wealth Podcast

Pacifica Wealth Podcast

Weekly Newsletter

Choose Experience

From the Blog

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We provide investment management and financial planning to clients in Orange County, Los Angeles, and across the United States.