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Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949-219-0692

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

See Disclosures

General Information

Firm Start Year

2004

No. of Employees

2-4

CRD#

1739938

Firm CRD#

132314

Insurance License#

OA16776

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, 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

Compliance

Registered Investment Advisor

Yes

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 7

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

Education

B.S. Industrial Engineering -

Kettering University

Disclosures

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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1882634/financialadvisor-Pacific-Financial-Planners-detailed-disclosure.html

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