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Jerome S

Series 63, Series 65

Laguna Niguel, CA

Pacific Financial Planners, LLC

Jerome Slusiewicz is a financial advisor with Pacific Financial Planners, LLC in Laguna Niguel, CA, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Western International Securities, Inc. and Wells Fargo Clearing prior to his current role. He also conducts financial education workshops and seminars. Pacific Financial Planners provides portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, and charitable organizations. The firm uses a purpose-based investing process and combines RIA asset management with licensed insurance brokerage activities, offering educational workshops and managing assets on both discretionary and non-discretionary bases.

Wealth management Annuities Retirement income strategy Active portfolio management Retired
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Jaden S

Series 65

Laguna Niguel, CA

Pacific Financial Planners, LLC

Jaden Slusiewicz is a financial advisor at Pacific Financial Planners, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Northwestern Mutual, Winsupply - OC Winwater Works, and Flexible Insurance Plans, Inc. He has also worked in education at Northern Arizona University and Saddleback Community College. Pacific Financial Planners provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plan participants, trusts, estates, and charitable organizations. The firm employs a purpose-based investing process and combines registered investment advisory services with licensed insurance brokerage activities.

Wealth management Annuities Retirement income strategy Active portfolio management Retired
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