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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-23-2004
- Office Locations
- 2
Office Locations
About Pacific Financial Planners, LLC
Pacific Financial Planners is a California-based, full-service planning firm focused on retirees and pre-retirees, emphasizing savings preservation and building steady retirement income. The team provides comprehensive retirement and financial planning, Social Security maximization, rollover IRA guidance, and coordinates tax and estate planning through partner CPAs and attorneys. Investment approach highlights income-generating solutions such as bonds and bond-like instruments, with client assets custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jerome Richard Slusiewicz
PRINCIPAL
- CRD
- #1739938
- Ownership
- 75% or more
Vicki Marie Slusiewicz
PARTNER, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Jaden Jerome Slusiewicz
--
- CRD
- #7155898
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,641,694 | -- |
| Non-Discretionary | $26,585,403 | -- |
| Total | $84,227,097 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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