SPF and CFS Continue Award-Winning 2014, Add “Best Places to Work” Award to Recent Successes

Sister broker-dealers recognized for continued success in corporate culture and investment services

SAN DIEGO – September 16, 2014 – Sister companies, CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF), full-service broker-dealers and SEC Registered Investment Advisers providing customized investment and insurance solutions to financial institutions, have been named to the San Diego Business Journal’s Best Places to Work 2014 list. Presented by the San Diego Business Journal (SDBJ) and Best Companies Group, the award recognizes the best employers in San Diego that benefit their local economy, workforce and businesses. This is the second year that CFS and SPF have made the list.

Nearly 150 companies from across the county participated in the two-part process. The first part included an extensive nomination covering company benefits, policies, and demographics. The second part, and primary component of the company’s score, was an anonymous survey completed by all staff members and designed to assess employee satisfaction. CFS was honored due to the following:

  • 98 percent employees stating they are proud to work for the company
  • 94 percent overall engagement
  • 92 percent work environment satisfaction
  • 90 percent overall employee satisfaction
  • The firm’s comprehensive “Balanced Lifestyle” wellness program that supports employee health through a variety of onsite services, ongoing programs, and educational resources
  • Its Spirit Squad which supports employees’ community involvement through philanthropic endeavors such as blood drives and fundraisers
  • Its positive impact on the community and environment through “Green” initiatives such as its solar-powered building and electric car charging stations

“Being a successful workplace is about more than our financial growth as a company, it’s about the health, happiness and well-being of our employees,” said CFS/SPF COO Amy Beattie. “We strive to build a culture that supports and encourages our employees to lead happy, balanced, and healthy lives. We’re proud to achieve such excellent results in the Best Places to Work survey and to place on the top list again this year.”

In addition to being one of San Diego’s Best Places to Work, CFS/SPF have received several other recent commendations including: ranking high on SDBJ’s Top Securities Dealers, San Diego’s Healthiest Companies 2014, and Women-Owned Businesses lists as well as Financial Planning Magazine’s Biggest Broker Dealer list.

“It’s gratifying to see our companies hit high marks across a variety of award lists. We have a passion for excellence that permeates our culture, and these accolades demonstrate our holistic success in numerous areas. We’re not just successful in one area at the expense of another,” said CFS/SPF President and CEO Valorie Seyfert. “Thank you to our staff, clients, partners, and third party organizations giving these recognitions. We will continue to meet the high standards we have set for ourselves.”

For more information about CFS and SPF, please visit their websites at www.cusonet.com and www.sorrentopacific.com, and visit their LinkedIn pages: CFS and SPF.

About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to financial institutions throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, see www.cusonet.com  or www.sorrentopacific.com.

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Media Contact:
Amanda Whitlock