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Sorrento Pacific Financial Employee Directory

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.

Find Sorrento Pacific Financial employees' phone numbers or email addresses

Sorrento Pacific Financial Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Sorrento Pacific Financial's Leadership

  • Stylized image of a person
    J. W.
    Registered Representative Sorrento Pacific Financial At Oak Ridge Wealth Management
    Mobile Phone
  • Stylized image of a person
    T. B.
    Spf Financial Consultant
    Mobile Phone

Sorrento Pacific Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Sorrento Pacific Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. W.
    Registered Representative Sorrento Pacific Financial At Oak Ridge Wealth Management
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    T. B.
    Spf Financial Consultant
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Sorrento Pacific Financial known for?

Minus sign iconPlus sign iconSorrento Pacific Financial was founded in 2003 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconSorrento 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?

Minus sign iconPlus sign iconSorrento Pacific Financial has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Sorrento Pacific Financial's key employees include:

  • Registered Representative Sorrento Pacific Financial At Oak Ridge Wealth Management: J. W.
  • Spf Financial Consultant: T. B.

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