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Robert Pagliarini Selected As a “Wealth Advisor with a Heart” By Trust & Estates Journal

Robert was recently featured by WealthManagement.com as a Wealth Advisor with Heart for philanthropic work with his Band of Brothers nonprofit organization.

When Typhoon Haiyan hit the Philippines and devastated Molocabac Island in November 2013, Band of Brothers sprung into action to provide struggling families with food and water and help them rebuild homes and schools. Robert recently returned to the island on behalf of the organization to visit Molocabac’s families.

In addition to providing relief in the Philippines, Band of Brothers has partnered with organizations in Vietnam to build orphanages and has donated money to build schools in Cambodia and Myanmar.

Read the full article and find out more on WealthManagment.com.

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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.

Reach us at (949) 305-0500