Pagliarini Robert, based in Mission Viejo, CA, specializes in retirement planning and managing sudden wealth for clients nationwide. With nearly three decades of experience, founder Robert Pagliarini, Ph.D., CFP, EA, helps individuals navigate financial transitions such as retirement, inheritance, and stock options.
As a fee-only firm, Pagliarini Robert operates as a real fiduciary, always prioritizing clients' best interests. Their expertise in retirement income distribution planning and investment management aims to provide clients with confidence and financial security during significant life events.
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