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Fiduciaries

Financial planner Robert Pagliarini, PhD, CFP® is a fiduciary, which means he is legally and ethically bound to act in the best interest of his clients.

Experienced

We've been doing financial planning and investing for nearly three decades and have learned valuable lessons along the way.

Creative

Pacifica Wealth consistently provides personalized and novel financial strategies to our clients that they haven't heard about or read in the paper.

Independent Advisor

Pacifica Wealth isn't going to try to pitch or sell you something to increase our profit.

Skilled Advisors

We're always learning, growing, and advancing our financial knowledge to better help our clients.

Responsive

Pacifica Wealth isn't the biggest firm on the block, and that helps us provide a more efficient, customized, and dynamic service for our clients.

How is Pacifica Wealth different?

There are many firms that provide financial and investment advice. So many, in fact, it can be hard to distinguish one company from the next. We've created this company from the ground up to deliver what we consider is world-class wealth management and tax strategy advice. In doing so, we've built a company that looks and acts a bit different from the others.

Our goal was to provide comprehensive financial, investment, and tax advice in a way that was honest and ethical - a firm that I would want to hire myself.

Make more money by creating low-cost, dynamic investment portfolios.

Reduce the taxes they pay.

Implement comprehensive and creative strategies tailored to their unique needs.

Meet Robert Pagliarini, Ph.D., CFP®

Robert is a financial professional sought out by the media and individuals for his financial insight.

Robert Pagliarini

Hello. My name is Robert Pagliarini. I have the great honor of helping people during one of the most exciting and nerve-wracking times in their lives. For nearly three decades, I have 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. My investment and wealth management firm, Pacifica Wealth Advisors, serves clients across the country.

I have a Ph.D. in financial and retirement planning, am a Certified Financial Planner™ practitioner, and have a Master's Degree in Psychology.

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