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
General Information |
Firm Start Year: | 2004 | |
No.of Employees: | 2-4 | |
Insurance License#: | OA16776 |
States Licensed in: | CA |
Number of Years with Current Firm: | 14 |
I work with the following types of clients: | Investment Clubs, Individual Investors, Businesses, Non-Profit Organizations |
Services |
Investment Types: | Insurance, Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities |
I can meet clients in the following ways: | At my office, At your home, At your office, Via Phone, Via Email |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Annuity, Disability, Health, Life, Variable Annuity, Variable Life, Long Term Care |
Financial Organization Memberships: | Provisors |
Non-Financial Organization Memberships: |
Council Member- City of Laguna Niguel Laguna Niguel Lions Club |
Compliance |
Registered Investment Advisor: | Yes |
Compliance Disclosures in Last 5 years: | I have a clean record |
Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
Minimum Portfolio Size for New Managed Accounts: | $100000 |
Organization: | California Joint Powers Insurance Authority Orange County |
Position : | Trustee |
Organization: | Parks and Recreation Committee Laguna Niguel |
Position : | Council Liaison |
Organization: | Senior Citizen's Committee Laguna Niguel |
Position : | Council Liason |
Organization: | Investment, Banking Audit Committee Laguna Niguel |
Position : | Council Liaison |
Organization: | Orange County Vector Control Board Orange County |
Position : | City Representative |
Organization: | Coastal Greenbelt Authority Orange County |
Position : | City Representative |
Organization: | Investment, Banking and Audit Committee Laguna Niguel |
Position : | Chairman & Member |
Organization: | Planning Commission Laguna Niguel |
Position : | Member |
Organization: | Orange County Treasurer's Advisory Committee Orange County |
Position : | Member |
Organization: | Public Safety Committee Laguna Niguel |
Position : | Member |
Organization: | City of Laguna Niguel |
Position : | City Council Member |
Duration : | 2012-Currently holding |
B.S. Industrial Engineering |
Kettering University
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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.
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 PFPs 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 bestwhether 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. |
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Mon. | 6:30 AM - 4:00 PM |
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Tue. | 6:30 AM - 4:00 PM |
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Wed. | 6:30 AM - 4:00 PM |
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Thu. | 6:30 AM - 4:00 PM |
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Fri. | 6:30 AM - 4:00 PM |
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 |
Your Money Talks Radio Show
When: Saturdays11-11:30 am |
By:
Jerry Slusiewicz
Location: KKLA 99.5 fm
Your MoneyTalks Radio Show
When: Saturdays 8:30 am-9:00 am |
By:
Host - Jerry Slusiewicz
Location: KRLA am 870
Oasis Financial Forum
When: 1st Thursday of each Month 3-5 pm |
By:
Jerry Slusiewicz
Location: Oasis Sr Center 801 Narcissus Ave, Corona Del Mar