Robert Pagliarini

Robert
Pagliarini
President,
Pacifica Wealth Advisors, Inc.

Robert is a national expert on sudden wealth. His wealth management firm Pacifica Wealth Advisors has developed  a unique process for handling the financial--and often psychological--issues of sudden money from inheritance, lottery, divorce, stock options, lawsuits, sports/entertainment contracts, or business sales. For clients who experience a windfall and may feel overwhelmed and need immediate clarity on the various financial, legal, and tax issues, Robert is able to provide them with instant insight into what they have and a comprehensive strategy to protect it and manage it. Robert is a CFP practitioner with master’s degrees in financial services and psychology. He is a #1 national bestselling financial author and haw appeared as a financial expert on such shows as Dr. Phil, Good Morning America, 20/20, ABC News, and was most recently a lottery financial advisor expert on Katie Couric.

Articles
6 Tips to Spend Your Inheritance
VIEWPOINTS: Robert Pagliarini, President, Pacifica Wealth Advisors; So the will says you're coming into money. There are 20,000 or so estates worth more than $20 million that are transferred each year, and it's estimated there will be trillions of dollars inherited over the next few decades.
Why We Blow Our Tax Refunds
VIEWPOINTS: Robert Pagliarini, President, Pacifica Wealth Advisors; Each year about half the country gets to experience a "sudden wealth" event in the form of a tax refund.
Retirement Planning Doesn't Require a Windfall
VIEWPOINTS: Robert Pagliarini, President, Pacifica Wealth Advisors; There were once two families that lived next to each other. One received a $2 million inheritance. They traveled, had a nice boat and gave to charity.
Divorce Financial Planner: 3 Common Fears
VIEWPOINTS: Robert Pagliarini, President, Pacifica Wealth Advisors; Divorce can feel like a full time job. Between the (sometimes) contentious texts with your ex-partner, phone calls to your attorney, and figuring out child custody, where you are going to live, and how your new life will look
Six Ways to Cut Your Income Taxes After a Windfall
VIEWPOINTS: Robert Pagliarini, President, Pacifica Wealth Advisors; The money you get when coming into sudden wealth, whether through a lawsuit settlement, business sale, entertainment or sports contract, or stock options, can disappear in a hurry if you don't the manage federal and state income taxes correctly.
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