Work with an
award-winning
company.
See our accolades earned over the years.
2020
2019
2018
2017
2016
2015
2014
2013
2012
2020
- March – CFS received the BISA Technology Innovation Award for Business Texting Capabilities
- March – CFS/SPF Co-Founders Valorie Seyfert and Amy Beattie were recipients of the respected Bank Insurance & Securities Association (BISA) Circle of Excellence award.
2019
- May – Two CFS Program Managers named to the Top Program Managers list by Bank Investment Consultant Magazine.
- March – CFS and SPF again honored with BISA Technology & Innovation Award, our sixth such award, this time for My Portfolio View (since re-introduced as Clear1™).
2018
- May – CFS Program Manager named to the Top 25 Program Managers list by Bank Investment Consultant Magazine.
- March – CFS and SPF again honored with BISA Technology & Innovation Award, our fifth such award, this time for fundVISION™.
- January – Valorie Seyfert named to San Diego 500 book of influential business leaders.
- January – CFS ranked #52 for the Largest Employers in San Diego County.
2017
- May – CIO Bob Millington awarded Top Tech Exec in San Diego for medium-sized companies.
- May – CFS program manager named to Top 25 Program Managers list by Bank Investment Consultant Magazine.
- January – MyPortfolioView mobile app wins BISA Technology Innovation Award.
- January – Valorie Seyfert named to San Diego 500 book of influential business leaders.
2016
- December – CFS and SPF achieve SOC I Type II Certification.
- August – CFS and SPF gain SOC I Type I Certification.
- March – Our mobile app, SendMyDocs™, wins a BISA Technology Innovation Award, the third such award we have won.
- January – SPF ranked #11 for Women-Owned Business by the San Diego Business Journal.
- January – CFS ranked #12 for Largest Private Companies Headquartered in San Diego County by the San Diego Business Journal.
2015
- June – CFS and SPF ranked #34 on 50 Biggest Independent Broker-Dealers by Financial Planning Magazine.
- May – CFS Program Managers named to Top Program Managers in the Nation list by Bank Investment Consultant Magazine.
- April – CFS/SPF garnered the BISA Technology Innovation Award for our online profiling tool, BuildMyProfile™.
- May – CFS ranks #3 for Top Healthiest Mid-size Company in San Diego.
- January – CFS ranked #13 for Largest Private Companies Headquartered in San Diego County by the San Diego Business Journal.
2014
- March – Our Mobile Scanning App for financial professionals won the BISA Tech Innovation Award.
- March – Executive Vice President Kevin Mummau inducted into the BISA Circle of Excellence.
- May – With more than 75 finalists, CFS ranked within the Top 5 Healthiest Mid-size Companies in San Diego.
- May – Four CFS-affiliated program managers were included in the Top 20 Program Managers by Bank Investment Consultant.
- January – CFS ranked #14 for Largest Private Companies Headquartered in San Diego County.
2013
- July – CFS/SPF ranked #5 out of 10 companies for the Top 10 Third Party Marketers by Bank Investment Consultant.
- May – CFS earned #2 spot on the list of San Diego’s Healthiest Companies Awards by the San Diego Business Journal.
- January – CFS ranked #19 for Largest Private Companies Headquartered in San Diego County by the San Diego Business Journal.
2012
- July – CFS earns a spot among San Diego’s 100 Fastest-Growing Private Companies by San Diego Business Journal.
Referenced awards are not indicative of the quality or performance of products and/or services provided by CUSO Financial Services, LP (“CFS”), Sorrento Pacific Financial, LLC (“SPF”), or its representatives. CFS and SPF do not pay a fee to be considered or placed on the final lists for any referenced awards. CFS and SPF may or may not pay a subscription fee for periodicals and organizations issuing awards. Award recipients are determined by the methodology created by the issuing organization and are unrelated to investment products and services offered through CFS and SPF.
