LOOKING FOR A TRUSTED RETIREMENT FINANCIAL PLANNER IN IRVINE?

A CFP who also has a PhD in retirement planning is celebrating over 20 years of financial retirement planning to the Orange County community and beyond.

TRUE FIDUCIARY

PhD & CFP® CERTIFIED


ENROLLED AGENT

FEE ONLY ADVISOR

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A FINANCIAL PLANNER WHO ALWAYS WORKS IN YOUR BEST INTEREST

We are independent and objective fiduciary financial advisors in Irvine who always act in your best interest. Our goal is to help you create a customized retirement financial plan that can help help you build your wealth, minimize your taxes, and reach your goals.

We specialize in helping clients create sustainable lifetime income from their investments during retirement and after significant financial transitions such as from an inheritance, business sale, and stock options.

Top 10 Questions to Ask Your Retirement Financial Advisor

Be sure to ask your current or potential financial advisor these questions to ensure your advisor is working in your best interest.

Are we the right retirement financial planner for you?

We provide financial planning services to those planning or in retirement. Our firm is in Irvine and we can help you with:

PRE-RETIREMENT
FINANCIAL PLANNING

We'll help you create a lifetime stream of income so you can retire early or make work optional through customized retirement financial planning and strategies.

Learn how we help you prepare to retire

POST-RETIREMENT
FINANCIAL PLANNING

We specialize in helping retired clients create a lifetime stream of income so they can create the retirement of their dreams while feeling confident they won’t run out of money.

Discover how we help the retired stay on track

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20+ YEARS OF EXPERIENCE

OUR FOUNDER IS NATIONALLY KNOWN FOR HIS RETIREMENT FINANCIAL PLANNING EXPERTISE

Lead advisor Robert Pagliarini has a PhD in financial and retirement planning where he studied and researched strategies on creating sustainable income in retirement.

Robert Pagliarini, PhD, CFP®, EA is on a mission to help individuals make the very most of their retirement. You may have seen him on Katie Couric, Dr. Phil, Good Morning America and more. Robert has written four personal finance books and writes a financial column for Forbes.

Top 10 Questions to Ask Your Retirement Financial Advisor

Be sure to ask your current or potential financial advisor these questions to ensure your advisor is working in your best interest.

Looking For A Fee-Only Retirement Financial Planner In Irvine?

We've been serving Orange County for over 20 years.

We help create a retirement financial and investment plan according to your goals and lifestyle. We are independent, certified, fiduciary financial planners. 

We've created hundreds of retirement financial plans for Irvine Residents

We have helped clients prepare for retirement and create amazing lives in retirement for residents of Orange County and beyond.

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join us for a free webinar

Hosted by our founder and chief financial planner

We are passionate about spreading knowledge to those looking for a financial planner. Choose a topic and we'll see you online!

SUDDEN WEALTH: MONEY BELIEFS

Learn why your mindset may be sabotaging your finances.

PURSUING A BETTER INVESTMENT EXPERIENCE

How can you ensure you have the best investment experience possible?

WHAT LEADS TO RETIREMENT SATISFACTION

Are you confident in your financial retirement plan?

Top 10 Questions to Ask Your Retirement Financial Advisor

Be sure to ask your current or potential financial advisor these questions to ensure your advisor is working in your best interest.

Connect With Pacifica Wealth Advisors

Robert Pagliarini, PhD, CFP®, EA
[email protected]
949-305-0500

9870 Research Drive
Irvine, CA 92618

Serving the retired and retiring in Orange County, CA with financial planning services for over 20 years.

Send a direct note to our chief financial planner in irvine