About the Author

Robert Pagliarini—a Certified Financial Planner who also has a master’s degree in financial services and another in clinical psychology. Robert has spent nearly two decades demystifying saving, investing, and insurance, as well as retirement, estate and tax planning to protect his clients and help them achieve their most important goals.

Robert is an avid reader and writer. In addition to authoring three bestselling books, he also writes a weekly column for CBS News, which is syndicated to newspapers across the country. Robert is frequently called upon by the media for his financial expertise. He has been featured as a financial expert on Dr. Phil, 20/20, Good Morning America, Fox Business, Katie with Katie Couric, ABC News, Dr. Drew’s Lifechangers, and in the Wall Street Journal, Chicago Tribune, Money Magazine, Newsweek, Los Angeles Times, CNN, and has appeared on hundreds of radio programs.

Education

• Master’s degree in financial services
• Master’s degree in psychology
• Enrolled Agent with the IRS
• Certified Divorce Financial Analyst
• Certified Financial Planner™ (CFP®)
• Certified Structured Settlement Consultant (CSSC)

Experience

• Nearly 20 years in the financial services field
• Previous vice president of firm serving ultra-affluent in Los Angeles
• Current president of a nationally recognized wealth management firm

Expertise

• Author of four finance books
• The Six Day Financial Makeover was a #1 bestseller
• Writes syndicated financial columns for Forbes and CBS
• Speaks frequently on investing and financial planning topics

More from about Robert

Hello. My name is Robert Pagliarini. I have the great honor of helping people during one of the most exciting and nerve-wracking times in their lives. I have specialized in managing, growing, and protecting clients’ sudden wealth for nearly two decades. My investment and wealth management firm, Pacifica Wealth Advisors, serves clients across the country and around the globe. We have developed a reputation for our specialized work with sudden wealth from inheritance, divorce, legal judgment/settlement, stock options, business sale, sport/entertainment contract, and the lottery.

ALWAYS LEARNING

Sudden wealth is an area with always-changing tax, legal, and financial issues. I’ve made it my mission to become a life-long learner and student. This probably explains all of the letters after my name. I am a Certified Financial Planner™ practitioner, a Certified Divorce Financial Analyst, a Certified Structured Settlement Consultant, an Enrolled Agent with the IRS, and have a Master’s Degree in Financial Services. Next up? The Ph.D.!

PSYCHOLOGY OF MONEY

Although I’ve spent a great deal of time learning the financial, tax, and legal aspects of sudden wealth, I would be doing my clients a huge disservice if I stopped there. I tell my clients that successfully managing sudden wealth is often less, at least initially, about managing the money and more about managing emotions and relationships. To that end, I went back to school and earned a Master’s Degree in Psychology with an emphasis in marriage and family therapy. My goal is not to be a therapist for my clients. My goal is to better understand what drives them and to help them make the best financial decisions they can.

LOVE OF TEACHING

This is the third book I’ve written. My first was the #1 bestselling The Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week (St. Martin’s Press, 2006). My second book was The Other 8 Hours: Maximize Your Free Time to Create New Wealth & Purpose (St. Martin’s Press, 2010). This book was a departure from traditional personal financial advice and was more focused on investing your human capital rather than investment capital.

I think books are a great medium for providing timeless advice, but rules and laws can change very quickly. If you want to read my latest thinking, I write financial columns for CBS, Forbes, HuffingtonPost, Tribune Media, and others.

DADDY ON TV

Over the years, I’ve had the privilege of appearing on Dr. Phil, 20/20, Good Morning America, Fox Business, Katie Couric, and many others. I always have a good time on these shows, and my daughter gets a kick out of seeing Daddy on TV.

HELPING THE LESS FORTUNATE

I’m not sure if it was because of my own experience as a child seeing my family struggle financially, but I’ve always been interested in helping those with less. I got in the habit of writing checks and supporting causes, but there was something missing – I wanted to do more. A few years ago, a couple of friends and I started a non-profit organization called The Band of Brothers Foundation. Our charity supports poor and often parent-less children around the world.

We currently have active school, orphanage, and other projects in Thailand, Vietnam, Myanmar, Cambodia, Indonesia, and the Philippines. Visiting these countries and helping these kids has been one of the best things I’ve ever done.

MY WEALTH MANAGEMENT FIRM

We are experienced independent investment managers who get up each morning with the unwavering mission to help our clients make more money through low-cost investing, reduce the taxes they pay, and implement comprehensive and creative financial strategies tailored to meet their needs. We are honored that our clients put their trust in us to help them create a better future. We are passionate about always doing what is right, honest, and ethical for our clients—putting their needs above all others. And we never forget that we are here for our clients and because of our clients.