Jerry Slusiewicz is a S.A.F.E. Retirement Specialist and 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.
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More than a Quarter Century of Professional Investment Experience
In addition, Jerry’s qualifications include:
- A contributor of well over a thousand articles for top-rated online financial sites including The Street, Seeking Alpha, and Green Faucet.
- Frequently quoted financial expert in Barrons, The Wall Street Journal, and Investors Business Daily.
- Nominated as 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.