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Robert Pagliarini, CFP® is a CFP Board Ambassador in Orange County, CA.
CFP Board Ambassadors

Robert Pagliarini, Ph.D., CFP®

Nashville, TN

Robert Pagliarini has the privilege of helping people during the most exciting and nerve-wracking times in their lives. For nearly 30 years, Robert has 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. After owning and managing Pacifica Wealth Advisors, Inc. for 20 years, he recently joined independent fiduciary Beacon Pointe Advisors.

As a lover of both reading and writing, Robert is a bestselling author of six books. His most recent book is The Business Sale Paradox: Before and Beyond the Exit to Maximize Value & Live Richer. Other books include Badass Retirement and The Sudden Wealth Solution, which has been called the “bible of sudden wealth.”

Robert is often called upon by the media for his financial advice and has appeared on Dr. Phil, 20/20, The Today Show, Good Morning America, ABC News and many others.

Robert holds a Ph.D. in Financial and Retirement Planning and has a master’s degree in Psychology.