A Letter From Valorie Seyfert, SPF President and CEO
Sorrento Pacific Financial has undergone much change in the past several years. Although the financial sector has experienced several challenges, our company is stronger than ever. SPF has seen growth in several areas, expanding our bank client programs, increasing total investment assets under management and enhancing our own technology to give you the tools you need to compete and succeed.
We credit this growth to several factors:
- We specialize in financial institutions, helping advisors create a more secure financial future for their customers through investing. We work with your executive management to implement proven "keystone" components – awareness, integration and credibility – to ensure your program's success.
- We offer a full range of products and services that help our bank customers grow non-interest income and compete in the marketplace. SPF brings together the right mix of people, training, technology, marketing and reliable back office support. It's a formula that works for us time and time again, and helps your investment customers reap the rewards of smart investing.
- We continue to advance our programs with enhanced sales coaching and analysis to help our advisors focus on what they do best – serving their investment clients.
- We have expanded our product offerings, efficiency systems, and technology tools in key areas 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 and the know-how to make the best investment program decisions in today's economic climate. Our business services include investment and insurance products, and we stand ready to assist you with 401Ks, retirement plans, business succession plans and more, designed specifically to meet the needs of business customers.
Whether you are a bank executive, an investment advisor, or an individual investor, you can rest assured that SPF is committed to helping you grow your assets for long term success.
President and CEO
Sorrento Pacific Financial, LLC