Topics I Speak On
The future of wealth
How AI is poised to reshape income, identity, and financial positioning
Sudden Wealth
What happens when money arrives—and why most people lose it
Selling a business
The critical mistakes founders make before and after an exit
Retirement Reality
Why retirement is a psychological transition—not just a financial one
Money and psychology
Why behavior, not strategy, determines long-term financial outcomes
Bio
50-word version
Robert Pagliarini, Ph.D., CFP®, is a sudden wealth and business-sale expert who helps individuals navigate life-changing financial events. A CFP Board Ambassador and author of six books, he’s been featured on Today, Good Morning America, 20/20, CNBC, and Fox for his insights on money, psychology, and financial decision-making.
200-word version
Robert Pagliarini, Ph.D., CFP®, is a nationally recognized financial expert specializing in sudden wealth, business sales, retirement transitions, and major financial turning points. With over 30 years of experience, he helps individuals and families navigate the high-stakes decisions that follow life-changing events—where mistakes are often costly and irreversible.
Robert is a CFP Board Ambassador and the author of six books on financial planning, retirement, and wealth psychology, including The Sudden Wealth Solution and The Business Sale Paradox. His work focuses on the intersection of money and human behavior—how people actually make decisions under pressure, uncertainty, and emotion.
He has been featured across major national media, including Today, Good Morning America, 20/20, CNBC, Fox Business, and The Wall Street Journal, providing commentary on financial trends, behavioral finance, and navigating complex financial transitions.
Robert is known for delivering clear, practical insights that translate complex financial topics into actionable guidance for real-world decisions.