Pacific Financial Planners, LLC

Pacific Financial Planners, LLC (CRD# 132314) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $94,208,443 in 309 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
30131 Town Center Drive, Suite 105, Laguna Niguel, CA 92677
https://www.pfpinvest.com
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $304,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pacific Financial Planners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jerome Slusiewicz, financial advisor Laguna Niguel CA
Jerome R. Slusiewicz
CRD#: 1739938
Laguna Niguel, CA

Jerome Slusiewicz (CRD# 1739938) is an Investment Advisor Representative working at Pacific Financial Planners, LLC in Laguna Niguel, CA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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