SPF In the News

Press Releases - SPF, its leaders and strategic partners are frequently highlighted and quoted in investment industry publications. Click on the links below to read the most recent news and press items.

• First Southeast Investor Services of First Federal Moves to Sorrento Pacific Financial 09.20.11
• Fremont Bank Moves to Sorrento Pacific Financial, LLC for Broker Dealer Services 09.07.11
• Sorrento Pacific Financial Awards Top Financial Advisors at Annual Investment Conference 08.30.11
• Sorrento Pacific Financial, LLC and CUSO Financial Services, L.P. Host Annual Conference for Investment Advisors and Programs 07.27.11
• Program Support Services Expand for Sorrento Pacific Financial, LLC
• Sorrento Pacific Financial, LLC Selects Albridge Solutions, 04.18.11
• Sorrento Pacific Financial Integrates Planning Software into dataVISION to Enhance Client Experience 12.13.10
• Sorrento Pacific Financial Adds Senior Vice President Bob Spadafora 03.03.10
• Sorrento Pacific Financial Establishes East Coast Presence 12.17.09
• Sorrento Pacific Financial Joins Forces With Partnervest Financial Group 09.29.09
  
• Sorrento Pacific Financial Adds Securant Bank & Trust as Investment Program Customer 08.26.09
• Sorrento Pacific Financial Reports Growth in Bank of Cherokee County Investment Program 06.02.09
• Sorrento Pacific Financial Spotlights its Environmental History with Paperless Financial Account Management System dataVISION in Time for Earth Day - 04.15.09
• Sorrento Pacific Financial Adds Clearfield Bank and Trust Company to its Roster of Investment Program Customers 03.11.09
• Sorrento Pacific Financial to present workshop on Investment Services Best Practices at 2009 ICBA National Convention - 03.02.09
• SPF Introduces My Portfolio View™ to community banks - 02.17.09
• Assets Under Management: Step by step an Iowa Community Bank assembles a successful wealth management program - 06.08
• Technonlogy and Personal Service: Community Banking's advantage in Investment Services

Media Contact

For media and press inquiries, please contact:

• Alexia Yates
• Clearpoint Agency, Inc.
• 858.724.2500
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• Rick Dahl
• SVP, Operations
• 858.805.7910
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