Robert Pagliarini

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → 03/2026
  Pacifica Wealth Advisors, Inc.
  Irvine, CA
• 08/2009 → 12/2017
  Financial Management Network, Inc.
  Mission Viejo, CA
• 02/2026 → Present
  Beacon Pointe Advisors, Llc
  Franklin, TN

Previous Registrations

• 2006-01-31 → 2026-03-25
  Pacifica Wealth Advisors, Inc.
  Mission Viejo, CA
  Franklin, TN
• 2009-08-04 → 2018-02-07
  Financial Management Network Inc
  Mission Viejo, CA
• 2002-06-26 → 2006-07-28
  Allied Consulting Group
  Los Angeles, CA

Other Businesses

(1) RICHER LIFE: FRANKLIN, TN; PRESIDENT; Start Date: 05/2006; HRS/MO During trading hours: 0 hrs./Mo.; Duties: Books, Articles.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-13
• S63 Uniform Securities Agent State Law Examination
  1996-12-04

Designations

• Certified Financial Planner