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How Athletes Go Bankrupt

By Robert Pagliarini on November 21, 2014

How Athletes Go Bankrupt I just read about professional hockey player Jack Johnson’s financial troubles. We’ve heard this story many times before with other athletes and celebrities, but I still get sick to my stomach every time I see this because it is entirely preventable. There is no reason an athlete who works for nine…

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Inheritance Planning: How to Minimize Family Fighting

By Robert Pagliarini on October 14, 2014

Should you rely on “will power” to bequeath assets? The more complex your estate, the more ill-advised that choice becomes. Having only a will in place when you die may not be enough. As MarketWatch noted recently, research from the Williams Group (a major estate planning firm) indicates that estate fights reduce inherited wealth for…

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Robert Interviewed For CNBC: Don’t Let Sudden Wealth Leave You Broke

By Robert Pagliarini on October 2, 2014

Robert Pagliarini recently appeared in an article on CNBC entitled “Sudden Wealth Can Leave You Broke.” Read an excerpt from the piece below, then check out the full article on CNBC. ***** Most people want to start spending their money right away, and their list of desires is long. Delaying major life-altering decisions, such as moving…

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Robert Pagliarini Selected As a “Wealth Advisor with a Heart” By Trust & Estates Journal

By Robert Pagliarini on September 26, 2014

Robert was recently featured by WealthManagement.com as a Wealth Advisor with Heart for philanthropic work with his Band of Brothers nonprofit organization. When Typhoon Haiyan hit the Philippines and devastated Molocabac Island in November 2013, Band of Brothers sprung into action to provide struggling families with food and water and help them rebuild homes and…

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Important Information for Beneficiaries

By Robert Pagliarini on August 5, 2014

If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths. While we all hope “that day” never comes, we do need to know what to do financially if and…

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Why I Arm-Wrestled NFL Player Dee Ford

By Robert Pagliarini on July 25, 2014

What would possess me to arm wrestle first-round draft pick Dee Ford? There are no lengths I won’t go to in order to teach people about money… You can read why in the column I wrote for AOL titled “I Arm-Wrestle NFL Rookie Dee Ford to Teach Athletes About Money.”        

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Robert Keynotes 2014 Sports Entertainment Group Retreat

By Robert Pagliarini on July 18, 2014

Robert was invited to keynote the Sports Entertainment Group 2014 Retreat in Las Vegas to 50+ NFL players. He was invited by attorney and sport’s agent Adisa Bakari, partner at Kelley Drye & Warren and chair of The Sports Entertainment Group because of his expertise in turning sudden wealth into lasting wealth. The theme of…

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Pacifica Wealth Advisors is a Proud Supporter of Suits for a Cause

By Robert Pagliarini on June 24, 2014

Pacifica Wealth Advisors is a proud supporter of Suits for a Cause, an annual event that brought together more than 50 legal and financial firms, groups and companies in 2014. The annual clothing drive is sponsored by WHW (Women Helping Women/Men2Work), an Orange County non-profit organization that provides comprehensive employment support services for low-income men, women and…

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