Robert Pagliarini
Specializing in Retirement Planning & Sudden Wealth Management
- Role
- Partner, Senior Wealth Advisor at Beacon Pointe
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Robert Pagliarini
I have spent over two decades helping business owners and high-net-worth individuals navigate the most consequential financial decisions of their lives — selling a company, managing a sudden wealth event, planning for retirement, and building a strategy for what comes after each one. I am the author of six books, including The Business Sale Paradox, Badass Retirement, and The Sudden Wealth Solution. My work focuses on the gap between building wealth and making it last — the decisions most people get wrong because they have never faced them before. I hold a Ph.D. in financial and retirement planning and am a CERTIFIED FINANCIAL PLANNER® practitioner. I am a wealth advisor at Beacon Pointe Advisors. I was also the co-founder of The Band of Brothers Foundation, a 501(c)(3) that supports orphanages and schools across Vietnam, Thailand, Cambodia, the Philippines, and Burma.This account is personal, and all views are my own. Content is presented for general education only, not investment advice.
Experience
Partner, Senior Wealth Advisor
Feb 2026 — Present · Newport Beach, CA, US
On February 16, 2026, Pacifica Wealth Advisors, Inc. joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
Education
Chapman/Brandman University
Masters, Clinical Psychology
2010 — 2012
The American College of Financial Services
Masters, Financial Services
2002 — 2004
Washington State University
BS, Psychology
1993 — 1995
UCLA
Financial Planning
1999 — 2001
The American College of Financial Services
Doctor of Philosophy - Ph.D., Financial and Retirement Planning
2015 — 2019
Skills
- Solution Focused Therapist
- Public Speaking
- Certified Financial Planner
- Life Coach
- Investment Management
- Entrepreneurship
- Executive Coaching
- Strategic Financial Planning
- Strategic Planning
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