A Letter From Valorie Seyfert, President and CEO, Sorrento Pacific Financial, LLC We have had a tremendous couple of years at Sorrento Pacific Financial (SPF). Despite the challenges that face many in the financial sector, SPF has seen significant increases in community banking programs and investment assets under management.
We credit this growth to several factors. First, we are driven by helping community banks and their customers create a more secure financial future through investing. Secondly, our proven “Keystone” components – Awareness, Integration and Credibility – continue to ensure our community bank customers’ success. And, lastly, we know the community banking business and how to partner with our customers to grow financial programs. SPF brings together the right mix of people, training, marketing and reliable back office support. It’s a formula that works for us time and time again, and helps community bank customers reap the rewards of smart investing. SPF continues to advance our program and support services with enhanced sales coaching and analysis to help you serve more customers and attract more assets. SPF has expanded its expertise and product offerings in key areas this past year including retirement services, wealth management, and fee-based and insurance products, for both individuals and business customers.
SPF provides customized program development, one-on-one coaching, online tools for reps and individual investors, and the know how to make the best investment program decisions in today’s tumultuous economic climate. As you add or expand investment and insurance products, we stand ready to assist you with 401Ks, retirement plans, business succession plans and more, designed to meet the needs of individuals and business customers.
By incorporating our drive for investment program excellence with the talent and foresight of our community bank customers, we believe that SPF investment programs will continue to achieve success and help build financial security for community bank customers.
Whether you are an executive at a community bank, an investment representative, or an individual investor, you can rest assured that SPF is committed to helping you grow your assets and long term success.
Sincerely,
Valorie Seyfert
President and CEO
Sorrento Pacific Financial, LLC
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