Pacific Financial Planners, LLC

Overview

Pacific Financial Planners, LLC is a state registered investment adviser based in Laguna Niguel, CA, registered since 2004. It reports $84.2M in assets under management across 327 accounts, with 4 employees. It has 2 investment adviser representatives.

Reported AUM

$84.2M

Discretionary

68%

Accounts

327

Average account

$258K

Employees

4

Advisory reps

2

Registered since

2004

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Jerome Richard Slusiewicz Principal CRD 1739938
• Vicki Marie Slusiewicz Partner CRD 7654443

Advisory reps 2 of 2

• Jaden Jerome Slusiewicz Investment Adviser Rep CRD 7155898
• Jerome Richard Slusiewicz Insurance Agent · Investment Adviser Rep CRD 1739938

Location

Headquarters

30131 Town Center Dr Ste 105
Laguna Niguel, CA 92677

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: pfpinvest.com

Every state, with registration dates

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