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VERIFIEDJerry 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
Services
Compliance
Qualifications & Membership
Compensation and Fees
Education
B.S. Industrial Engineering -
Kettering University
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1882634/retirementplanning-Pacific-Financial-Planners-detailed-disclosure.html