CUSO Financial Services and Sorrento Pacific are well-established nationwide broker-dealers and Registered Investment Advisers that specialize in serving financial institutions. With a focus on excellence and uncompromising levels of service, they offer a range of products and services to help build powerful and successful investment programs. For financial institutions, CUSO Financial Services and Sorrento Pacific provide flexible, collaborative, and technologically-advanced investment programs to meet the needs of increasingly-mobile investment clients.

Their growing number of investment programs within credit unions and banks are designed to offer responsive support for all financial planning needs. For investment clients, their team of registered financial advisors work closely with individuals to create and implement investment plans that align with their unique goals and long-term objectives, no matter where they are located. If you are looking for a rewarding career in the financial services industry, CUSO Financial Services and Sorrento Pacific also offer exciting opportunities for those who share their commitment to excellence.

Headquartered in San Diego, CA, with regional program management offices located across the United States, CUSO Financial Services and Sorrento Pacific are dedicated to providing comprehensive investment solutions with a focus on delivering exceptional service and support