Sorrento Pacific Financial Email Format

Financial ServicesCalifornia, United States11-50 Employees

Sorrento Pacific Financial, LLC operates as a broker-dealer and registered investment adviser that serves financial institutions across the United States, headquartered in San Diego, California. It is the sister broker-dealer to CUSO Financial Services and provides expertise in retirement services, wealth management, and fee-based and insurance products for individuals and business clients, supported by a fully electronic account management system for advisors. The firm emphasizes close advisor support, reflecting a service model that aims to assist investment programs with depth of knowledge across the financial services landscape.

Its market consists of financial institutions seeking to expand and manage investment programs with breadth and depth across channels of the financial services industry. A notable development in its history is a 2018 partnership with Atria Wealth Solutions to enhance the dataVISION platform used by advisors. Products offered through SPF are non-deposit investment products and are not federally insured, and they carry investment risk.

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