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Financial Planning and Investment Wealth Management firm located in Mission Viejo, CA. Specializes in sudden wealth clients who receive money from inheritance, lottery, divorce, stock options, or business sale.
Details: Pacifica Wealth Advisors is a Financial Planning and Investment Wealth Management firm located in Orange County (Mission Viejo), California and serves clients across the nation. The firm is led by Robert Pagliarini, a financial author and CBS columnist who has been featured on Dr. Phil, Good Morning America, 20/20, the Katie Couric Show, and many others. Robert has developed a national reputation for working with clients who receive sudden wealth from winning the lottery, inheritance, divorce, stock options, or sale of their business, and who may feel overwhelmed and need immediate clarity on the various financial, legal, and tax issues. We are able to provide them with instant insight into what they have and a comprehensive strategy to protect it and manage it through a special process we created over the past two decades. Our mission is to improve our clients' lives by providing them with the security that their assets are protected and expertly managed. If you feel overwhelmed because of a recent windfall or are looking for better strategies to grow your assets, we're more than happy to answer any questions big or small. If you have a question about how we work or a question about your own situation, contact us and we will respond to you today.
URL: www.pacificawealth.com
Category: Financial Services
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