Welcome to Partnervest, a division of Sorrento Pacific Financial, LLC.

Partnervest is a full service broker dealer that provides a full array of brokerage and investment services to independent advisors and their clients.  As a firm built on a chassis of “high tech/high touch”, we deliver the technology-based tools, services and processes that allow advisors to focus on growing productive, efficient and profitable practices as they work with clients to meet their investment needs.

At the same time, while technology can go a long way toward making your business more efficient and productive, we know it can't replace access to a "real voice" on the phone when you need it.  Our back office professionals—operations, trading, compliance, program development and marketing--have extensive experience serving the independent advisor and understand what it means to provide service day in and day out. This gives us a unique advantage in the ability to understand, design, and offer comprehensive integrated financial solutions, products, systems and procedures with you in mind.