Jerry Slusiewicz
Pacific Financial Planners

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

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

Pacific Financial Planners | Financial Advisor in Laguna Niguel ,CA

About Pacific Financial Planners

    31 Years of Experience


  • CRD# 1739938
  • Insurance License# OA16776
  • Series: 7, 63, 65
Connect With an Expert Financial Advisor and Get Answers

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


Services

Investment Types:   Exchange Traded Funds (ETFs) , Mutual Funds , Bonds , Stocks , Annuities , Insurance
I can meet clients in the following ways:   At your office , Via email , Via phone , At my office , At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Long Term Care , Disability , Annuity , Variable Life , Life , Variable Annuity
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


Board Positions

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


Education

B.S. Industrial Engineering  Kettering University
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Faqs

  • Do you have a customer satisfaction or refund policy? no
  • What are your qualifications? What is your education background? Almost 30 years professional experience. My background as an industrial/systems engineer applied to financial processes and systems today.
  • What is your approach to financial planning? Find out what the client wants Determine financially where the client is today Create a written plan to help clients achieve their vision
  • 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.
  • How many clients do you currently manage? 170 households
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Jerry Slusiewicz

Jerry Slusiewicz

Registered Investment Advisor


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.

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My Services


Financial Advice & Consulting

Put Pacific Financial Planners to work for you, so you can enjoy your free moments doing what you like best—whether 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.


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

Office Hours

wiseradvisor-balck-li-img Mon. 6:30 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 6:30 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 6:30 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 6:30 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 6:30 AM - 4:00 PM

News & Events



Your MoneyTalks Radio Show
When: Saturdays 1.00pm -2.00pm | By: Host - Jerry Slusiewicz
Location: KLAA AM 830

Social Networks


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