Acquisition Announcement: Media

Thank you for your interest. Please review the press release on the previous page and the Media FAQ for additional details about this transaction.

We are eager to share the news of this exciting development, and would be happy to provide interviews, executive photos, and other information. Please reach out to the media contacts below.

CFS/SPF Media Contact

Clearpoint Agency, Inc.
Beth Walsh
beth@clearpointagency.com
760.230.2424

Atria Wealth Management Media Contact

KCD PR
Kevin Dinino
kevin@kcdpr.com
619.739.4265

Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.

Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.

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