Retirement Financial Planner

Retirement Financial Planner

We have been helping clients navigate the changes retirement brings for over 20 years. See how we help people plan and secure thier retirement financially.

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A retirement financial planner to help you navigate changes in this phase of life.

Do you feel confident your assets will provide you with a lifetime of income and that you won’t run out of money in retirement? Or are just considering starting a financial retirement plan?

No matter what stage or state you're in, we are here to help you secure your future. We are trusted retirement financial planners who understand the emotional and psychological stress retirement may bring. We know everything changes. And we are here to help you navigate those changes.

What stage of retirement planning are you in?

We'll help you create a lifetime stream of income so you can retire early or make work optional through customized retirement financial planning and strategies.

Learn how we help you prepare to retire

We specialize in helping retired clients create a lifetime stream of income so they can create the retirement of their dreams while feeling confident they won’t run out of money.

Discover how we help the retired stay on track
Fiduciary Financial Planner Irvine

We are true fiduciaries.

This means we always put our client’s best interests first. A true fiduciary also means that we are not part-time fiduciaries. We put our client’s best interests first in all cases and at all times. Less than 8% of financial advisors are true fiduciaries. Read our fiduciary oath to see the principles we live by.

You have enough to think about right now - trusting your retirement financial advisor shouldn't be something you have worry about! Choose a fiduciary financial advisor.

Meet the Retirement Financial Planner

Robert is passionate about helping people planning for retirement. He’s the founder of Pacifica Wealth Advisors and has over 20 years experience as a retirement financial advisor.

You may have seen him on Katie Couric, Dr. Phil or Good Morning America as an expert in finances. Robert is a certified financial planner as well as a CFP® Ambassador, one of only 50 in the country!

Currently, he is earning his Ph.D. in retirement planning and is focused on how to make retirement portfolios last decades while providing a steady source of income.

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Meet the Retirement Financial Planner

Robert is passionate about helping people planning for retirement. He’s the founder of Pacifica Wealth Advisors and has over 20 years of experience as a retirement financial advisor.

You may have seen him on Katie Couric, Dr. Phil or Good Morning America as an expert in finances. Robert is a certified financial planner as well as a CFP® Ambassador, one of only 50 in the country!

Currently, he is earning his Ph.D. in retirement planning and is focused on how to make retirement portfolios last decades while providing a steady source of income.

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Manage and track your finances 24-7

Whether you're planning for retiring early in sunny California - or are in New Jersey and wanting a second opinion of your current retirement plan  - we can help you protect and grow your retirement funds. We utilize a sophisticated financial planning platform and can handle all paperwork, meetings and more 100% online.

Compassionate advice on retirement planning

We've worked with many clients and understand the changes that come along with retirement. Altough retirement can be an exciting life phase to plan, it can also be very stressful. In one day everything changes. This can be a difficult adjustment and there can be worries about having enough money. There are many factors that go into planning and living the retirement you deserve. We help you build a plan that fits your needs and provides you with financial confidence.

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THE MOST COMMON QUESTIONS ABOUT RETIREMENT

For over 20 years, we've been helping answer these questions regarding financial planning for retirement.
  • How much can I safely spend in retirement?
  • Is there a way to invest so there isn't as much volatility in my portfolio?
  • How can I enjoy retirement and not worry so much?
  • When should I start taking Social Security?
  • Is there a way I can delay taking required minimum distributions (RMDs)?
  • How much can I safely spend in retirement?
  • Is there a way to invest so there isn't as much volatility in my portfolio?
  • How can I enjoy retirement and not worry so much?
  • When should I start taking Social Security?
  • Is there a way I can delay taking required minimum distributions (RMDs)?
  • Will I run out of money in retirement?
  • What is a safe amount I can withdraw from my investment portfolio each month?
  • What's the most tax-efficient way to generate income in retirement?
  • How can I keep active and not get bored?
  • How much can we afford to gift to our kids?
  • Will I run out of money in retirement?
  • What is a safe amount I can withdraw from my investment portfolio each month?
  • What's the most tax-efficient way to generate income in retirement?
  • How can I keep active and not get bored?
  • How much can we afford to gift to our kids?

How we Help with Retirement Financial Planning

Read some of our success stories from actual clients.

Pacifica Wealth Advisors