cusonet.comCUSO Financial Services | Sorrento Pacific Financial

Skip to footer Financial Professional Login | Client Login: CFS | SPF | Contact Us 800.686.4724 About Us Leadership Milestones Accolades Disclosures Financial Institutions Investment Clients Join Us Events Atria News Home Helping you build a powerful, successful investment program. About Us As nationwide broker-dealers and Registered Investment Advisors that have always specialized in working with financial institutions — we understand your needs and that of your clients. Learn More 200+ Our growing number of investment programs within credit unions and banks offer flexible, collaborative and responsive support to meet your financial planning needs. For Financial Institutions We partner with you to provide successful and technologically-advanced investment programs that meet the needs of increasingly-mobile investment clients. Learn More For Investment Clients CFS/SPF registered financial advisors work closely with you, no matter where you are, to create and implement investment plans that help achieve your unique goals and long-term objectives. Learn More Join Our Team We offer exciting and rewarding career opportunities for those who share our belief that commitments to excellence and uncompromising levels of service are critical to success. Learn More News CUSO Financial Services and Sorrento Pacific Financial Celebrate 32 Financial Institution Partnerships in 2023, Representing $240 Billion in Total Assets January 10, 2024 Largest Credit Union in Hawaii Renews Partnership with CUSO Financial Services December 5, 2023 Navy Federal Credit Union Renews Partnership with CUSO Financial Services November 30, 2023 Events Annual Conference Program Managers Forum CEOExecutive Conference Regional Sales Roundtables Footer Contact Us Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX. Office 10150 Meanley Drive First Floor San Diego, CA 92131 Get Directions Call Us: 800.686.4724 Fax: 1.858.530.4444 Email Us: cfsweb@cusonet.com Sales Information: cfsweb@cusonet.com Media Inquiries: Haven Tower Group Julian Arenzon 424 317 4861 jarenzon@haventower.com Technology Inquiries: Unio™ Help Desk uniohelp@cusonet.com CFS LinkedIn SPF LinkedIn CUSO Financial Services, LP (Member FINRA / SIPC ) © 2022 Disclosures | CFS Form CRS | SPF Form CRS | SEC Marketing Rule Referral Disclosure Forms | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary webmail Non-deposit investment products and services are offered through CUSO Financial Services, LP (CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA ( www.finra.org ) / SIPC ( www.sipc.org ) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers. Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria. We are using cookies to give you the best experience on our website. You can find out more about which cookies we are using or switch them off in settings . AcceptClose GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies Powered by GDPR Cookie Compliance Privacy Overview This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Strictly Necessary Cookies Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Enable or Disable Cookies If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again. Enable All Save...