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Robert Pagliarini, CFP® is a CFP Board Ambassador in Orange County, CA.
CFP Board Ambassadors

Robert Pagliarini, Ph.D., CFP®

Irvine, CA

Robert Pagliarini has the privilege of helping people during the most exciting and nerve-wracking times in their lives. For over 27 years, Robert has specialized in helping clients manage, grow and preserve their wealth through significant financial transitions such as retirement, the sale of a business, inheritance, stock options and other sudden-wealth events. His investment and wealth management firm, Pacifica Wealth Advisors, serves clients across the country.

As a lover of both reading and writing, Robert is a bestselling author of five books. His most recent book is Badass Retirement: Shatter the Retirement Myth & Live with More Meaning, Money, and Adventure, which focuses on how to create the most amazing life possible in retirement. His book, The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth, has been called the “bible of sudden wealth.”

Robert is often called upon by the media for his financial advice and has appeared on Dr. Phil, 20/20, The Today Show, Good Morning America, ABC News and many others.

Robert holds a Ph.D. in Financial and Retirement Planning, is an enrolled agent with the IRS and has a master’s degree in Psychology.