TRUE FIDUCIARY
PhD & CFP® CERTIFIED
ENROLLED AGENT
FEE ONLY ADVISOR
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.
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.
25+ 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 25 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.
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!
PURSUING A BETTER INVESTMENT EXPERIENCE
How can you ensure you have the best investment experience possible?
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 25 years.