Jerry is focused on helping clients work toward their retirement dreams through a well thought out financial strategy for retirement. With more than 30 years of professional investment experience, Jerry began his career as an advisor in 1987 and has worked for several Wall Street firms, including Shearson, Lehman Brothers, UBS and others. Wanting to create a more client-first approach to portfolio management, he began his own Registered Investment Advisor firm in 2004, specializing in managing risk and creating income streams for retirees and those soon to be retired. Jerry takes pride in making complex subjects easy to understand for the average person. Jerry is a dynamic speaker. He was the host of his own radio show “yourmoneytalks” for almost 20 years. Jerry is a financial professional who can offer investment and insurance products and services. He has earned his Series 3, 6, 7, 63 and 65 securities licenses and holds annuity, life, health and long-term care insurance licenses. Jerry is regularly quoted in The Wall Street Journal, Barron’s, The Financial Times, Investor’s Business Daily, The Los Angeles Times and other media outlets. He was once nominated as Laguna Niguel’s “Citizen of the Year” and has been nominated many times as a Five-Star Financial Advisor. The former mayor of Laguna Niguel, Jerry is very active in his community. He was a volunteer coach for many years for several youth sports programs, helped coordinate fundraising walks for juvenile diabetes, and guest lectured at several local high schools, colleges and universities. Community service has been a constant over the course of his career. Outside the office, Jerry enjoys spending time with his wife of 30 years, Vicki. They have two grown children, Sierra and Jaden, and an adorable German shepherd, Gunnar.
At Pacific Financial Planners, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way. Using our decades of experience, we strive to help every client successfully plan for and navigate their ideal retirement while delivering the highest levels of customer service.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Managing your money involves more than simply making and following a budget.
Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you want.
Laguna Woods Village Financial Forum ( 2nd Thursday)
March 9 – Reducing Taxes- A Strategy for Success in Retirement
April 13 – The Rising Cost of Retirement
Oasis ( 1st Thursday)
March 2 – Reducing Taxes- A Strategy for Success in Retirement
April 6 – The Rising Cost of Retirement
March 23 – Reducing Taxes- A Strategy for Success in Retirement
April 25 – The Rising Cost of Retirement
30131 Town Center Drive
Laguna Niguel, California
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Pacific Financial Planners, LLC. is an Independent Registered Investment Advisor located in Laguna Niguel, CA.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.