Jerry has helped thousands of individual investors just like you since 1987. Legions more have had access to Jerry’s proven financial advice in leading edge publications and financial radio.

More than a Quarter Century of Professional Investment Experience

Jerry Slusiewicz is a veteran in the industry with 30 years of professional investment experience.
He has worked with both individuals and institutions to manage money for safety, growth, and income. His extensive experience throughout various stock and bond market cycles enables him to offer a unique blend of professional investment counsel.

His personal service includes frequent contact through his weekly email newsletters, radio programs and financial workshops. This allows clients and prospects an opportunity to understand Jerry’s philosophy and current perspective on market conditions.

Jerry began his professional career as an advisor in 1987. He worked with various Wall Street firms before establishing Pacific Financial Planners, LLC. in 2004. This independent channel allows Jerry more flexibility to create a more personal “client first” approach to portfolio management.

Financial Education

Jerry has had his own radio show, “Your Money Talks”, for the last 15 years, where listeners ask on-air questions about their investment needs. He also discusses life issues including: retirement, estate planning, portfolio management, life insurance, annuities, and long-term care. Very active in his community, Jerry has served as the Mayor of Laguna Niguel, and served on the California Joint Powers Insurance Authority. He spent 10 years as a consultant on the Orange County Treasurer’s Advisory Committee, overseeing $7 billion of county funds. In 2011, Jerry was nominated as the Laguna Niguel “Citizen of the Year.”

Laguna Niguel City Council Member Jerry Slusiewicz speaks during a ceremonial groundbreaking event for a major renovation project at Crown Valley Park on Thursday. ///ADDITIONAL INFO: s.ln.groundbreaking - 9/18/14 - PHOTO BY JOSHUA SUDOCK, STAFF PHOTOGRAPHER - The city breaks ground on a major renovation project at Crown Valley Park, the city's primary park. The multi-million dollar project is the city's biggest improvement project. The park's playground areas are being redone, there will be a water activities area, a new amphitheater and a new restroom building. Picture made at at Crown Valley Park in Laguna Niguel on Thursday, September 18, 2014

In addition, Jerry’s qualifications include:

  • A contributing writer who has authored well over a thousand articles for top-rated online financial sites The Street, Seeking Alpha and Green Faucet
  • Frequently quoted financial expert in: Barron’s, The Wall Street Journal, and Investors Business Daily
  • Nominated one of Orange County’s Select Five Star Wealth Managers
  • Jerry owns his own Registered Investment Advisory (RIA) firm – Pacific Financial Planners, LLC.  He is also an active broker with his Series 7 and is licensed to sell Annuities, Life and Long Term Care Insurance.
  • 5 star financial advisor – nominated many times
Social Share Buttons and Icons powered by Ultimatelysocial