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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!

robert pagliarini financial advisor speaker

Financial Expert Dr. Robert Pagliarini Has Been Seen On:

Orange County financial planner advisor
Orange County financial planner advisor


  • 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


  • 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


  • 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.

Dr. Robert Pagliarini, CFP, EA in the Media