Do you offer any guaranteed results?

Past performance is no guarantee for future results

How much risk should I be willing to take?

It totally depends on the client's risk tolerance

What services do you offer?

Full Financial Planning, Social Security Analysis, RMD Planning, Cash Flow Strategies, Retirement Planning, Educational Accounts, Insurance Optimization, Annuities, Bonds, ETF's, Mutual Funds, Preffered's, Stocks, UIT's, Zero Risk Strategies.

VETTED

Jerry Slusiewicz

Q: Why should I choose you as my financial advisor?

Almost 30 years professional experience. My background as an industrial/systems engineer applied to financial processes and systems today.

Q: What are your qualifications? What is your education background?

Find out what the client wants Determine financially where the client is today Create a written plan to help clients achieve their vision

Q: How are you compensated? How will I pay for your services?

Three ways - fee, paid by Institution directly or commission depending on which license is used

Q: If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Depends on how we manage the account and which license we use

Tel: 949-219-0692 30131 Town Center Drive, Suite 105 Laguna Niguel, CA 92677

More Than What You Expect ... Always What You Need

About Jerry Slusiewicz

Jerry Slusiewicz is a veteran in the industry, with more than 31 years of professional investment experience. He has worked with both individuals and institutions to manage money for safety, growth, and income.

His extensive experience throughout various stock and bond market cycles enables him to offer a unique blend of professional investment counsel.

His personal service includes frequent contact through his weekly email newsletters and radio programs. This allows clients and prospects an opportunity to understand Jerry's philosophy and current perspective on market conditions.
Jerry began his professional career as an advisor in 1987. He worked with various Wall Street firms before establishing Pacific Financial Planners, LLC. in 2004. This independent channel allows Jerry more flexibility to create a "client first" approach to portfolio management.

Jerry has had his own radio show "Your Money Talks" for 16 years where listeners ask on-air questions about their investment needs. He also discusses life issues including: retirement, estate planning, portfolio management, life insurance, annuities, and long-term care. Jerry can also be seen as a regular guest on the TV show Politics & Profits with Rick Amato. Very active in his community, Jerry also served as The Mayor and a Council Member of the City of Laguna Niguel.

Jerry has been a contributing writer to such prestigious websites such as The Street, Seeking Alpha, Minyanville and investment professionals seek him out for advice - now you should too.

About Pacific Financial Planners

Our primary service is to meet your needs through professional money management. We use stocks, bonds, mutual funds and ETF's to create growth and income portfolios. We utilize laddered bond strategies, using taxable or tax free instruments for our income clients. PFP works solely to identify your objectives and creates prudent investment plans to achieve your financial goals. We also offer retirement plan solutions including the use of annuities, life insurance and long-term care.

Creating the Income, Growth and Safety you desire through:

Portfolio Management & Capital Preservation

Cost and Risk Control Establishing Long-Term Relationships

Integrity - Service - Financial Solutions

See Disclosures

Hobbies Details

Hobbies:

My hobbies revolve around my family life. I am married with two children attending college. I still find time to serve as an usher at church and participate in the occasional triathlon!

General Information

Firm Start Year:

2004

No. of Employees:

2-4 Employees

Insurance License#:

OA16776

States Licensed in:

Communities served:

Anaheim, Capistrano Beach, Corona, Corona Del Mar, Costa Mesa, Foothill Ranch, Fountain Valley, Garden Grove, Huntington Beach, Irvine, Ladera Ranch, Laguna Beach, Lake Elsinore, Lake Forest, Mission Viejo, Newport Beach, Orange, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Silverado, Stanton, Sunset Beach, Trabuco Canyon, Tustin, Villa Park, Westminster, Yorba Linda, Surfside

Number of Years with Current Firm:

Work with the following types of clients:

Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors

Advisory Services Provided:

Financial Planning for Individuals, Money Management, Wealth Management, Portfolio Management, Financial Advice & Consulting

Qualifications & Memberships

Insurance and Annuity Licenses:

Variable Life, Long Term Care, Variable Annuity, Life, Health, Disability, Annuity

Financial Organization Memberships:

Provisors

Non-Financial Organization Memberships:

Council Member- City of Laguna Niguel

Laguna Niguel Lions Club

Services

Investment Types:

Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks

Can meet clients in the following ways:

Your Office, Email, Your Home, Our Office, Phone

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:

$100000

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

B.S. Industrial Engineering:

Kettering University

Financial Advice & Consulting

Put Pacific Financial Planners to work for you, so you can enjoy your free moments doing what you like bestwhether managing your business, leisure activities, or spending time with your family.

Financial Planning for Individuals

You want to grow what you have but protection of capital is equally important.With PFP's guidance, we structure a financial plan that allows you to achieve your most important goals. Using a proven tactical risk management approach, your plan will be implemented and guided by PFP to ensure capital preservation, long-term asset accumulation, and solid retirement income, depending on your needs.

Portfolio Management

The protection of your capital is equally as important as growing your investments. Put Pacific Financial Planners to work for you, so you can enjoy your free moments doing what you like best - whether managing your business, hobbies, or spending time with your family.

With our guidance, we will structure a financial plan that allows you to achieve your most important goals. Using a prudent approach, your plan will be implemented and guided by us to ensure capital preservation and provide for long-term asset accumulation creating solid retirement income.

Investment Advice & Management

Whether you are a conservative or moderate styled investor, by using my unique Defensive Investing Strategies, Pacific Financial Planners is able to control costs, and more importantly manage risks, by properly diversifying your portfolio, accounting for your specific objectives and current investment outlook. We believe that it is far easier to preserve what you already have than to make up what you may have lost.

Therefore, Pacific Financial Planners implements a unique sell discipline and stop-loss procedure to aid in further protection of your portfolio, while allowing for moderate, steady growth of your assets. Your financial security and peace of mind are our founding principles.

Risk Management

Pacific Financial Planners is able to control costs and more importantly risk, through use of proper diversification and positioning. We place a safety net on every position in your portfolio. We believe that it is far easier to preserve what you already have than to make up what you might have lost through a bad investment. Therefore, PFP employs a unique sell discipline, providing an exit strategy to aid in protecting your portfolio. This defensive approach allows for safe, steady growth and safe income from your investments. Your financial security and peace of mind are our founding principles.

Money Management

Our primary service is to meet your financial needs through professional money management. We use stocks, bonds, mutual funds, and ETF's to create growth and income portfolios. We utilize laddered bond strategies, using taxable or tax free instruments for our income seeking clients. PFP works solely to identify your objectives and creates prudent investment plans to achieve your financial goals. We also offer retirement plan solutions including the use of annuities, life insurance, and long-term care.

Do you have a customer satisfaction or refund policy?

Why should I choose you as my financial advisor?

What are your qualifications? What is your education background?

How are you compensated? How will I pay for your services?

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1882634/wiseradvisor-pacific-financial-planners-detailed-disclosure.html

31 Years of Experience

CRD# 1739938 Firm CRD# 132314Insurance License# OA16776Series: 7, 63, 65

News & Events

Your Money Talks Radio Show

When: Saturdays11-11:30 am | By: Jerry Slusiewicz

Location: KKLA 99.5 fm

Details: ...

Your MoneyTalks Radio Show

When: Saturdays 8:30 am-9:00 am | By: Host - Jerry Slusiewicz

Location: KRLA am 870