Trustee

Council Liaison

Council Liason

City Representative

Chairman & Member

Member

City Council Member

B.S. Industrial Engineering

Jerry Slusiewicz  - Financial Advisor in Laguna Niguel, CA | WiserAdvisor.com

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

Pacific Financial Planners

Put Pacific Financial Planners to work for you, so you can 
enjoy your free moments doing what you like bestwhether managing your business, leisure activities, or spending time with your family.

You want to grow what you have but protection of capital 
is equally important.With PFPs guidance, we structure a 
financial plan that allows you to achieve your most 
important goals. Using a proven tactical risk management approach, your plan will be implemented and guided by PFP to ensure capital preservation, long-term asset accumulation, and solid retirement income, depending on your needs.

The protection of your capital is equally as important as 
growing your investments. Put Pacific Financial Planners 
to work for you, so you can enjoy your free moments doing what you like best - whether managing your business, hobbies, or spending time with your family. 
With our guidance, we will structure a financial plan 
that allows you to achieve your most important goals. 
Using a prudent approach, your plan will be implemented and guided by us to ensure capital preservation and provide for long-term asset accumulation creating solid retirement income.

Whether you are a conservative or moderate styled 
investor, by using my unique Defensive Investing 
Strategies, Pacific Financial Planners is able to 
control costs, and more importantly manage risks, by 
properly diversifying your portfolio, accounting for your 
specific objectives and current investment outlook. We 
believe that it is far easier to preserve what you 
already have than to make up what you may have lost. 
Therefore, Pacific Financial Planners implements a unique 
sell discipline and stop-loss procedure to aid in further 
protection of your portfolio, while allowing for 
moderate, steady growth of your assets. Your financial 
security and peace of mind are our founding principles.

Pacific Financial Planners is able to control costs and 
more importantly risk, through use of proper 
diversification and positioning. We place a safety net on 
every position in your portfolio. We believe that it is 
far easier to preserve what you already have than to make up what you might have lost through a bad investment. Therefore, PFP employs a unique sell discipline, providing an exit strategy to aid in protecting your portfolio. This defensive approach allows for safe, 
steady growth and safe income from your investments. Your financial security and peace of mind are our founding principles.

Our primary service is to meet your financial 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 seeking 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.

Pacific Financial Planners

General Information

Compliance

Qualifications & Membership

Compensation and Fees

Education

Disclosures