Featured Business Financial Advisor in Laguna Niguel, CA
Laguna Niguel Financial Advisors
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”
Advisor Profile
Jerry Slusiewicz
Name:  Jerry Slusiewicz
Phone Number:  (949) 219-0692
Website:  Visit Website

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

CRD#:    1739938
Insurance License#:    OA16776
States Licensed in:    CA
States Willing to do Business in:    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
Years of Experience in Financial Services:    31
Number of Years with Current Firm:    12
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Insurance, Mutual Funds, Bonds, Stocks, Annuities
 

Qualifications & Memberships

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:    Provisors
Non-Financial Organization Memberships:    Council Member- City of Laguna Niguel

Laguna Niguel Lions Club
 

Compliance

Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    $100000
 
 
 
Prepared By: Jerry Slusiewicz

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