Sorrento Pacific Financial Employee Directory

Q: What is Sorrento Pacific Financial known for?

Sorrento Pacific Financial was founded in 2003. Sorrento Pacific Financial operates in the Financial Services industry.

Q: How many employees does Sorrento Pacific Financial have currently?

Sorrento Pacific Financial has approximately 12 employees.

Financial ServicesCalifornia, United States11-50 Employees

As a broker dealer and Registered Investment Advisor serving financial institutions across the United States, Sorrento Pacific Financial, LLC (Member FINRA/SIPC) is a choice that will deliver the results you want. When you work with SPF, your investment program will be supported by a broker dealer with an extensive breadth of knowledge and depth of experience in all channels of the financial services industry. SPF is the sister broker dealer to CUSO Financial Services.

Headquartered in San Diego, SPF provides expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers, and provides a fully-electronic account management system for advisors. We have an advisor to support staff ratio of approximately 4:1, and are well-equipped to provide the outstanding service that will take your investment program to the next level. For more information, call toll-free 888.805.5585 or visit www.sorrentopacific.com.

Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through SPF: are not federally insured, are not guarantees or obligations of banks, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. Banks have contracted with SPF to make non-deposit investment products and services available to bank clients.

Find Sorrento Pacific Financial employees' phone numbers or email addresses

Sorrento Pacific Financial Global Highlights

North America
16

United States Of America
16

Sorrento Pacific Financial's Leadership

A. B.
COO And Co-Founder
Mobile Phone
Email
W. L.
Vice-President
Mobile Phone
Email
J. W.
Financial Advisor
Mobile Phone
Email
E. T.
Registered Representative
Mobile Phone
Email
E. M.
Private Wealth Advisor
Mobile Phone
Email
B. L.
Financial Advisor
Mobile Phone
Email
J. W.
Registered Representative Sorrento Pacific Financial At Oak Ridge Wealth Management
Mobile Phone
Email
M. R.
Financial Advisor
Mobile Phone
Email

Contact profiles from Sorrento Pacific Financial

Name

Title

Contact Info

Location

Last Update

A. B.
COO And Co-Founder
Mobile Phone
Email
UNITED STATES
Oct 31, 2024
W. L.
Vice-President
Mobile Phone
Email
UNITED STATES
Jul 03, 2025
J. W.
Financial Advisor
Mobile Phone
Email
United StatesGeorgia
Oct 20, 2025
E. T.
Registered Representative
Mobile Phone
Email
United States
Oct 17, 2025
E. M.
Private Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 21, 2025
B. L.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
J. W.
Registered Representative Sorrento Pacific Financial At Oak Ridge Wealth Management
Mobile Phone
Email
Oct 17, 2024
M. R.
Financial Advisor
Mobile Phone
Email
United StatesRhode Island
Sep 16, 2024
G. I.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
R. B.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Sorrento Pacific Financial known for?

Sorrento Pacific Financial was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 10150 Meanley Drive, 1st Floor; you can contact the main corporate office by phone at

+1-858-805-****

. Explore Sorrento Pacific Financial's company overview page for more information.

What is Sorrento Pacific Financial's most common email format?

Sorrento Pacific Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sorrento Pacific Financial email formats with LeadIQ.

How many employees does Sorrento Pacific Financial have currently?

Sorrento Pacific Financial has approximately 12 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Sorrento Pacific Financial's key employees and leadership?

As of December 2025, Sorrento Pacific Financial's key employees include:

COO And Co-Founder: A. B.
Vice-President: W. L.
Financial Advisor: J. W.
Registered Representative: E. T.
Private Wealth Advisor: E. M.

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