Cooper McManus Wealth Management

EHG Financial Planning Services examines the key elements of financial planning and carefully considers how they apply to your unique situation. We then provide you with the information, advice and alternatives necessary to make the appropriate decisions about your financial future. There are many potential benefits of this approach; you may enjoy a greater understanding of the choices you make and may be more confident when implementing those choices.

Our wealth ideology is heavily rooted in our investment principles, which form the basis of each of our clients’ portfolios. We develop low-cost and globally diverse portfolios while focusing on asset allocation and active balancing of risks and returns. We understand that successful investing is not an overnight feat – it takes time, determination and consistency to achieve long-term results. Our investment strategies are built with this in mind, designed to evolve with regular re-balancing. Simply put, our plans go the distance in achieving the success that stands the test of time

Pacifica Wealth Advisors, based in Irvine, CA, specializes in retirement planning and managing sudden wealth for clients across the nation. With nearly three decades of experience, founder Robert Pagliarini, Ph.D., CFP, offers fee-only financial and investment solutions, ensuring a fiduciary commitment to act in the best interests of clients. Pacifica is particularly adept at assisting individuals navigating significant financial transitions, such as retirements, inheritances, and business sales. The firm is dedicated to providing independent, unbiased advice without conflicts of interest, empowering clients to make informed decisions about their financial futures. Generated from the website