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.
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.
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 serves as the Laguna Niguel Mayor and serves 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.”