S M Family Investments LLC

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

Tax Smart Investing & Planning, located in Irvine, CA, specializes in wealth management with a strong emphasis on after-tax outcomes of investments. The firm aims to transition clients from a traditional reactive financial model to a proactive approach, ensuring optimal tax efficiencies in asset allocation and investment strategies. Focused on the unique needs of small business owners, business professionals, and retirees, Tax Smart Investing & Planning emphasizes the importance of integrating tax implications into all financial decisions. By collaborating closely with clients and their CPAs, the firm seeks to enhance wealth development and preservation while minimizing tax liabilities through strategic planning. Generated from the website