Jerry + Slusiewicz  - Financial Advisor in Laguna Niguel, CA

Paladin Research Report For:

Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105
Laguna Niguel, CA 92677

About Jerry Slusiewicz

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
  • 1739938
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
  • Businesses, Individual Investors, Investment Clubs, Non-Profit Organizations
Advisory Services Provided
  • Portfolio Management, Wealth Management, Money Management, Financial Planning for Individuals, Financial Advice & Consulting


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


B.S. Industrial Engineering -
  • Kettering University

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures