Jerry Slusiewicz
Pacific Financial Planners
30131 Town Center Drive, Suite 105
Laguna Niguel, CA 92677
9492190692
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
General Information
Firm Start Year
2004
No. of Employees
2-4
CRD#
1739938
Firm CRD#
132314
Insurance License#
OA16776
States Licensed in
CA
Years of Experience in Financial Services
31
Number of Years with Current Firm
14
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
Compliance
Registered Investment Advisor
Yes
Qualifications & Membership
Securities Licenses
Series 7, Series 63, Series 65
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
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$100000
Education
B.S. Industrial Engineering -
Kettering University
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1882634/rothira-Pacific-Financial-Planners-detailed-disclosure.html