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Paladin Research Report For:

Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105
Laguna Niguel, CA 92677
949-219-0692

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

Compliance

Qualifications & Membership

Compensation and Fees

Education

B.S. Industrial Engineering -
  • Kettering University

Disclosures

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

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

Inquire With Jerry