Robert Pagliarini, CDFA, CFP®

Because of his national reputation as a Sudden Wealth Adivsor, he has served some of the country’s most affluent investors and sudden wealth recipients, and has clients all over the country.

Called a “financial bodyguard” and “financial motivator” by his clients, Robert Pagliarini has spent his professional career demystifying saving, investing, and insurance, as well as retirement, *estate and tax planning to help his clients achieve their most important goals.

Robert Pagliarini relies on his nearly two decades of financial experience as well as his master’s degree in financial services and his master’s degree in clinical psychology to provide comprehensive and personal wealth management solutions to his clients. Robert is an Enrolled Agent with the IRS and is a Certified Divorce Financial Analyst.






Robert Pagliarini is an Enrolled Agent with the IRS and provides tax services which are separate from the services offered through FMN.