Qualifications

Jerry Slusiewicz is a professional money manager who began his career in 1987. He is the President of Pacific Financial Planners, LLC. His over two decades of investment experience over various stock and bond market cycles, qualifies him to help any investor on their personal retirement planning needs. His extensive knowledge, unique blend of risk control, and his high level of personal service combine to make Jerry a preferred choice for investors from all walks of life.

As you know our world and financial markets are constantly changing. These changes will affect your financial freedom before and throughout retirement. Over the years, Jerry has worked with hundreds of individuals to help them achieve their financial goals. With a growing amount of information available through the internet, radio, and television, the financial world has become increasingly more complex and confusing to the average investor. In these times, ensuring financial security for yourself and those who depend on you is paramount. Jerry helps to maximize your time, speaking in an easy to understand language, to simplify the effort needed to construct a plan that is tailored to your goals.

Jerry is securities licensed with a series 7. He has his own RIA – Pacific Financial Planners, LLC., and is also licensed to sell annuities and life insurance. Jerry is very active in his community, serving on the Orange County Treasury Advisor Committee which overseas $7 billion in county funds, serves on the Laguna Niguel Planning Commission, as well as coaches and referees for the local soccer circuit.

For seven years Jerry had his own investment radio program “Money Talks.” It was broadcast all over Southern California and streamed on the internet. He has been quoted in many National media publications such as Barron’s. The Wall Street Journal, and Investor’s Business Daily. Jerry currently is a contributing writer for TheStreet.com, SeekingAlpha.com, and Greenfaucet.com. Many investors and other money managers call Jerry for advice on how to optimize their investment portfolio for safety and return. Jerry can help you with all your investment needs as well. For more information about Jerry Slusiewicz , please call us or Google his name.