Pacifica Wealth Advisors, Inc.
Pacifica Wealth Advisors, Inc. (CRD# 136054) is a financial advisory firm headquartered in Irvine, CA. They manage $73,463,905 in 32 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management73MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$2,295,747
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Robert Pagliarini (CRD# 2818701) is an Investment Advisor Representative working at Pacifica Wealth Advisors, Inc. in Mission Viejo, CA and has over 21 years of experience in the finance industry. Robert Pagliarini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.