About Dr. Robert Pagliarini
For the last 30+ years I've been focused on personal finance and personal development.
You may be wondering, “why should I listen to this guy?” I’ve been in personal finance and working with clients for over 25 years. I own and manage a wealth management firm in Orange County, CA. I hold a Ph.D. in financial and retirement planning. I'm a Certified Financial Planner® Ambassador (one of only 50 in the country). I’ve written four personal finance books, have a column on Forbes, and have appeared as a financial expert on TV shows such as Dr. Phil, GMA, 20/20, and others.
After working with clients for over 25 years, I feel like I have a pretty good handle on creating and growing assets, taxes, insurance, and retirement planning.
I also have been a student of psychology since I was 14 years old. I have an undergraduate degree in psychology as well as a master’s degree in psychology. I’ve counseled individuals and have a certificate in Solution Focused Therapy.
Having said all that, I don’t pretend to know it all. Far from it. I know I can learn more. And that's why we are both here. I want to learn and grow just as much as you do. I welcome you on this journey!
Financial Expert Dr. Robert Pagliarini Has Been Seen On:
Education
- Master's degree in counseling psychology
- Ph.D. in financial and retirement planning
- Certified Financial Planner (CFP®)
- Certified Structured Settlement Consultant (CSS)
- Enrolled Agent with the IRS
Experience
- Over 25 years in financial services
- Worked in large and small investment firms
- President of a nationally-recognized wealth management firm, Pacifica Wealth Advisors
- CFP® Ambassador - one of only 50 in the United States
Expertise
- Author of four personal finance books
- The Six Day Financial Makeover was a #1 bestseller
- Writes financial columns for Forbes
- Speaks frequently on investing and financial planning topics
Finance Books by Robert Pagliarini
Create Assets, Build Capital & Improve Yourself
With the help of podcasts by Richer Life.