Robert Pagliarini, PhD, CFP®
Partner, Senior Wealth Advisor

Request an Appointment | Office Information

Robert is a Partner and Senior Wealth Advisor in the Beacon Pointe Newport Beach, CA office, where he provides comprehensive retirement and financial planning services to clients nationwide. With nearly 30 years of experience, Robert specializes in guiding individuals and families through significant financial transitions, including retirement, sale of a business, inheritance, stock options, and other sudden wealth events. His work is grounded in a deep understanding of both the technical and behavioral aspects of financial decision-making, helping clients move forward with clarity and confidence.

Robert brings a unique blend of academic rigor and real-world experience to his practice. He holds a Ph.D. in Financial and Retirement Planning from The American College, where his research focused on retirement income distribution planning, behavioral finance, and investment strategy. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and holds a Master’s degree in Psychology, allowing him to thoughtfully address the emotional and behavioral dynamics that often accompany complex financial decisions.

Robert is also the author of six personal finance books including The Sudden Wealth Solution and his most recent, The Business Sale Paradox. He has written columns for Forbes, CBS, and other national publications. He has been featured on Dr. Phil, 20/20, Good Morning America, Fox Business, and other major media outlets.

Robert has climbed Kilimanjaro, completed an Ironman, explored Patagonia, and even jumped out of a plane with a client. He believes the best financial planning isn’t just about building wealth. It’s about helping people design lives they’re genuinely excited to wake up to and having the financial freedom to pursue it.