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Jerome S

Series 63, Series 65

Laguna Niguel, CA

Pacific Financial Planners, LLC

Jerome Slusiewicz is a financial advisor at Pacific Financial Planners, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western International Securities, Inc. for 13 years prior to his current role. He also conducts financial education workshops and seminars. Pacific Financial Planners provides investment management, financial planning, and consulting services to individuals, pension plans, estates, trusts, charitable organizations, corporate, and institutional clients. The firm employs a documented, purpose-based investing process focused on publicly traded securities and serves a diverse client base including banking institutions, insurance companies, and government entities.

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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