Robert Pagliarini (CDFA, CFP®, EA, MSFS)

Robert Pagliarini focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Our speciality is helping clients navigate the financial and tax issues around major financial transitions such as retirement, inheritance, business sale, and sudden wealth.

To help ensure our clients are making the most of their resources and to protect them from uncertainty, we take each of our clients through a five-step process called 360 Wealth Management.

Imagine for a moment not having to think about or worry over your finances. Imagine knowing how much you are saving each month and where that money is going. That your investments are properly allocated and are being actively managed by a team whose only job it is is to look after your money. Imagine that you can sleep easy knowing you have the proper insurance coverage in case you get in an accident, become injured and cannot work, or get sued. That you have an estate plan in place that helps protects those you love the most. That you are not paying more than necessary in state and federal taxes. That you can instantly view your complete and up-to-date net-worth and investment allocation right from your phone anytime you wish. And imagine that you are on the right path – that your hard work has a purpose and that you are reaching all of your goals. At Pacifica Wealth Advisors, we want to improve every aspect of your finances and to leave no opportunity unturned.

Additional Information

Hello. My name is Robert Pagliarini. I have a financial planning and tax strategy firm that serves affluent investors and sudden wealth recipients. Although the firm is in Mission Viejo – part of South Orange County – because of our national reputation, we have clients all over the country.

I work with a diverse group of clients. Many are retirees and business owners. I also have the great honor of helping people during one of the most exciting and nerve-wracking times in their lives. For over two decades I have specialized in helping clients through major life transitions such as retirement, inheritance, business sale, and sudden wealth.

My investment and wealth management firm, Pacifica Wealth Advisors, serves clients across the country and around the globe. We have developed a reputation for our specialized work with sudden wealth from inheritance, divorce, legal judgment/settlement, stock options, business sale, sport/entertainment contract, and the lottery.

I love to learn, and I think it is a necessity if you want to provide the best advice and current strategies to clients. This probably explains all of the letters after my name. I am a Certified Financial Planner™ practitioner, a Certified Divorce Financial Analyst, a Certified Structured Settlement Consultant, an Enrolled Agent with the IRS, and have a Master’s Degree in Financial Services. I'm currently earning my Ph.D. in financial and retirement planning.

I’ve written four personal finance books and have a financial column for Forbes. Over the years, I’ve had the privilege of appearing on Dr. Phil, 20/20, Good Morning America, Fox Business, Katie Couric, and many others. I always have a good time on these shows, and my daughter gets a kick out of seeing Daddy on TV.

NAPFA Start Date

January 11, 2019

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This Office

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