Founded in 1985, Sorrento Pacific Financial, LLC (SPF) specializes in delivering full-service investment and insurance programs to banks and credit unions. As a sister company to CUSO Financial Services, L.P. (CFS), and part of the Atria Wealth Solutions network of broker-dealers, SPF enables financial institutions to offer a wide range of financial products and services to their clients. Their mission is to build successful, customized investment programs by providing technology, compliance support, marketing, and training, allowing their institutional partners to deepen client relationships and generate new revenue streams.

Founded in

United States