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
Pacific Financial Planners, LLC
By the Numbers
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Total Assets Under Management94MILLION
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Total Number of Accounts309ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Pacific Financial Planners, LLC
1
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.
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