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Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677


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

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

General Information

Firm Start Year


No.of Employees




Insurance License#


States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


I work with the following types of clients

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


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


Registered Investment Advisor


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Registered Investment Advisor

Securities Licenses

Series 65, Series 7, Series 63

Insurance and Annuity Licenses

Health, Long Term Care, Disability, Annuity, Variable Life, Life, Variable Annuity

Financial Organization Memberships


Non-Financial Organization Memberships

Council Member- City of Laguna Niguel

Laguna Niguel Lions Club

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts



B.S. Industrial Engineering -

Kettering University