Pacific Financial Planners, LLC
Pacific Financial Planners, LLC (CRD# 132314) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $15,511,388 in 161 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts161ACCOUNTS
Average Account Value$96,344
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jerome Slusiewicz (CRD# 1739938) is an Investment Advisor Representative working at Pacific Financial Planners, LLC in Laguna Niguel, CA and has over 30 years of experience in the finance industry.