Robert Pagliarini, MS, MA, CFP, EA is a Mission Viejo financial planner and president of
Pacifica Wealth Advisors – a preeminent financial planning and wealth management firm with a
national reputation for serving affluent investors and sudden wealth
recipients -- those that suddenly receive a windfall from lottery,
inheritance, business sale, lawsuit settlement, divorce, or stock
Robert Pagliarini, a Certified Financial Planner (CFP) and Enrolled Agent (EA) with the IRS, relies on his nearly two decades of
financial experience as well as his master’s degree in financial
services and his master’s degree in psychology to provide
comprehensive and personal wealth management solutions.
Robert Pagliarini is the author of three books: The Other 8 Hours: Maximize Your Free Time to Create New Wealth & Purpose, the No. 1 bestseller Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week, and Plan Z: How to Survive the 2009 Financial Crisis (and even live a little better).
Robert writes a column for CBS MoneyWatch that is syndicated to the LA
Times, Chicago Tribune, Huffington Post, and many others. He has
appeared as an expert on Fox Business, 20/20, Good Morning America, Dr.
Phil, ABC Morning News, the Ricki Lake Show, Dr. Drew’s Lifechangers,
the Katie Couric show, and many other shows and publications.
Robert Pagliarini’s Expertise
Robert Pagliarini is the author of The Other 8
Hours: Maximize Your Free Time to Create New Wealth & Purpose,
the No. 1 bestseller Six-Day Financial Makeover: Transform Your Financial Life in
Less Than a Week, and Plan Z: How to Survive the 2009
Financial Crisis (and even live a little better).
Robert writes a weekly column for
CBS MoneyWatch that is syndicated to the LA Times, Chicago Tribune,
Huffington Post, and many others. He has appeared as an expert on Fox Business,
20/20, Good Morning America, Dr. Phil, ABC Morning News, the Ricki Lake Show,
Dr. Drew’s Lifechangers, and in The Wall Street Journal, Newsweek, Money
Magazine, etc. He has been a featured guest on National Public Radio’s
financial program MarketPlace and hundreds of other national radio
programs. Robert is a Certified Financial Planner and has two master’s degrees:
one in financial services and another in clinical psychology.
Robert Pagliarini’s Professional
Prior to founding Pacifica Wealth
Advisors, Robert was the Executive Vice President of a wealth management firm
based in Los Angeles with offices in Silicon Valley and Newport Beach. He
provided comprehensive financial and investment advice to very affluent
individuals and families for four years at this firm.
Before this, Robert established and
operated a financial and business consulting firm. His clients were the
executives of private and publicly traded companies in technology, medical
device, education, service, and healthcare fields. Part of the service he
provided to his clients was explaining complex concepts to an audience
unfamiliar with them.
In the mid 1990s, Robert was the
branch manager of a publicly traded financial firm headquartered in Beverly
Hills, CA and with offices worldwide. During his tenure, Robert had the unique
opportunity to oversee the development, deployment, and marketing of one of the
first online investment trading sites in the world. What began as a tool for a
niche of professional traders quickly developed into a way for anyone to easily
invest on their own. While it was the great emancipation for the individual
investor, he saw the devastating effect this new found freedom could bring to personal
finance. Retirees, widows, and young families were trading online with only the
knowledge that CNBC and stock message boards provided. Nothing was too
sophisticated—not stock options, not short-selling, and not penny stocks. The
focus was 100% investing at the expense of everything else. Robert uses this
experience to ensure his current clients have a comprehensive approach to their
finances and don’t neglect critical areas.
Robert Pagliarini’s Passion
Learning how to develop and follow a
sound, long-term, and all-encompassing financial plan hits home for Robert.
Although Robert serves affluent clients at Pacifica, because of his childhood,
he has a personal passion to help those with less. His parents separated when
he was very young, which put significant financial pressure on the family.
Consequently, Robert has vivid memories of what it is like to be poor. Robert
saw first-hand how a single event can turn one’s world upside down in the span
of mere weeks.
Now, years later, he works closely
with individuals and families to prevent such financial disasters from
occurring. While, of course, he can’t guarantee every marriage will last or
that disaster will never strike, Robert can help his clients prepare
financially for the best and the worst.
To satisfy his passion to help every
day families experience a greater sense of security and financial independence,
he authored the #1 bestseller The Six-Day Financial Makeover–a personal
finance book published by St. Martin’s Press in October 2006. Aiming to teach
people from any background how to focus their financial planning around
tangible goals, Robert has been able to give readers a greater sense of
achievement and purpose every day they go to work. He has also authored Plan
Z: How to Survive the 2009 Financial Crisis (and even live a little better)
as well as The Other 8 Hours: Maximize Your Free Time to Create New Wealth
& Purpose. His literary agent represents such bestselling authors as
Dr. Phil and Stephen Covey.
Robert Pagliarini’s Charity
Robert is actively involved in two
charities. He is the co-founder of The Band of Brothers Foundation–a 501(c)(3)
non-profit organization that helps under-served children around the world. We
currently support orphanages and schools in Vietnam, Thailand, Cambodia, and
Burma and have previously had projects in Costa Rica, China, and the United
Robert Pagliarini’s Personal Life
When not working or writing, Robert
enjoys going to Disneyland with his wife and young daughter, climbing mountains
(Mt. Kilimanjaro is the tallest peak yet), and training for triathlons (Olympic
distance is longest yet).