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Opportunities to learn.
And grow.

One of the benefits of working with CUSO Financial Services and Sorrento Pacific Financial is the opportunity to learn from and share best practices with your peers from other investment programs. To this end, we host numerous events each year for our financial institution executives, program managers and financial professionals.

Annual Conference

A three-day event for all channels and disciplines of people working with financial institution investment programs: executives, marketers, financial professionals and sales assistants. Attendees learn from experts during highly engaging and relevant sessions and enjoy several networking events.

Program Managers Forum

A two-day event for program managers of investment programs. This annual meeting takes a detailed look at the investment industry each year and helps managers set a plan to increase the success of their investment programs.

CEO & Executive Conference

A two-day event for the CEOs and senior executives of financial institutions. This annual seminar focuses on the strategies, tactics and tools available from CFS/SPF to create awareness, credibility, and integration of investment programs into the core offerings of the financial institution and to increase bottom line profits of the program as a whole. The CEO & Executive Conference is held each spring.

Regional Sales Roundtables

We hold approximately 10 one-day regional events for financial professionals. Keynote speakers address economic and market conditions as well as business growth strategies. Subject experts discuss retaining client assets, deepening client relationships, regulatory updates, client-facing technology tools, marketing strategies and other timely topics.

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Contact Us

 

Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.

CUSO Financial 25 Years Logo

Office

10150 Meanley Drive
First Floor
San Diego, CA 92131
Get Directions

Call Us: 800.686.4724
Fax: 1.858.530.4404

Email Us: cfsweb@cusonet.com

Sales Information: cfsweb@cusonet.com

Media Inquiries:
Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com

Technology Inquiries: Unio™ Help Desk
uniohelp@cusonet.com

CFS LinkedIn

SPF LinkedIn

CUSO Financial Services, LP (Member FINRA / SIPC) © 2022

Disclosures | CFS Form CRS | SPF Form CRS | SEC Marketing Rule Referral Disclosure Forms | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary March 31, 2020

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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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