Cuso Financial Service LP

Open
10150 Meanley Dr Fl 1
San Diego, CA 92131

Cuso Financial Services (CFS) and Sorrento Pacific Financial (SPF) are registered broker-dealers and SEC Registered Investment Advisors headquartered in San Diego, California. With regional program management offices located in various states across the United States, they offer a range of non-deposit investment products and services to credit union members and bank customers, including investment advisory services and brokerage services.

CFS and SPF are subsidiaries of Atria Wealth Solutions, a leading wealth management solutions provider. Their team of investment representatives, registered through CFS or SPF, assists clients in navigating investment risks and provides personalized financial guidance. As member FINRA and SIPC, CFS and SPF prioritize client satisfaction and strive to help individuals achieve their financial goals.

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