Pacifica Wealth Advisors


Are you going through a major financial transition such as retirement, a business sale, or an inheritance? 


My name is Robert and for over two decades we have specialized in helping clients navigate complicated and life-changing financial events. 

I am a CFP Ambassador, one of only 50 in the country, as well as an Enrolled Agent with the IRS. I have written several personal finance books and write a financial column for Forbes. I am a Certified Financial Planner (CFP), have two master's degrees, and an currently earning a Ph.D. in financial and retirement planning.


Sign Up For a Free Webinar
How To Achieve Retirement Happiness
How To Create A Better Investment Experience

Have a look at Pacifica Wealth Advisors and you can sign-up for our free financial video courses, webinars, and email courses.

Submit

Advisors at this Office

Submit

This Office

9870 Research Dr Irvine, CA 92618-4310 Phone: (949) 305-0500 Fax: (949) 534-0568

Primary Office

9870 Research Dr Irvine, CA 92618-4310 Phone: (949) 305-0500 Fax: (949) 534-0568