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.
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 |
| Work with the following types of clients: | Businesses, Individual Investors, Investment Clubs, Non-Profit Organizations |
| Advisory Services Provided: | Portfolio Management, Wealth Management, Money Management, Financial Planning for Individuals, Financial Advice & Consulting |
Services |
| Investment Types: | Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds |
| Can meet clients in the following ways: | Email, Phone, Your Home, Our Office, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Variable Life, Long Term Care, Disability |
| Financial Organization Memberships: | Provisors |
| Non-Financial Organization Memberships: |
Council Member- City of Laguna Niguel Laguna Niguel Lions Club |
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-Present |
Education |
| B.S. Industrial Engineering | Kettering University
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Financial Services |
| 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 best - whether managing your business, hobbies, or spending time with your family. |
| 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. |
| 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. |
FAQs |
Do you have a customer satisfaction or refund policy?no |
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. |
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 |
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 |
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 |
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. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
| Mon. | 6:30 AM - 4:00 PM |
| Tue. | 6:30 AM - 4:00 PM |
| Wed. | 6:30 AM - 4:00 PM |
| Thu. | 6:30 AM - 4:00 PM |
| 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
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