wiseradvisor


Jerry Slusiewicz
Pacific Financial Planners

Tel: 949-219-0692
30131 Town Center Drive, Suite 105
Laguna Niguel, CA 92677
Pacific Financial Planners | Financial Advisor in Laguna Niguel ,CA

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

Talk to an Advisor and GET ANSWERS   
      

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:   Investment Clubs, Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Advice & Consulting, Portfolio Management, Wealth Management, Financial Planning for Individuals, Money Management

Services

Investment Types:   Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds
Can meet clients in the following ways:   Via Email, Via 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 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.

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.

Wealth Management

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

SEE MORE  

    31 Years of Experience

  • CRD# 1739938
  • Insurance License# OA16776
  • Series: 7, 63, 65

Compliance

Registered Investment Advisor:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

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

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
see more

News & Events

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

Social Networks

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