• Skip to main content
  • Skip to footer
Cuso Sorrento Logo
800.686.4724
Financial Professional Login| Client Login:CFS|SPF|Contact Us 800.686.4724
  • Financial Institutions Login
  • Client Login:
    • CFS
    • SPF
  • Contact
  • About Us
    • Management Team
    • Milestones
    • Accolades
  • Financial Institutions
  • Investment Clients
  • Join Us
  • News
  • Events
  • About Us
    • Management Team
    • Milestones
    • Accolades
  • Financial Institutions
  • Investment Clients
  • Join Us
  • News
  • Events

About Us

As nationwide broker-dealers and Registered Investment Advisors that have always specialized in working with financial institutions – we understand your needs and that of your clients.

Click Here

500

+

Our growing number of investment programs within credit unions and banks offer flexible, collaborative and responsive support to meet your financial planning needs.

For Financial Institutions

For Financial Institutions

As experts focusing exclusively on financial institutions, we partner with you to provide successful and technologically-advanced investment programs that meet the needs of increasingly-mobile investment clients.

For Investment Clients

For Investment Clients

CFS/SPF registered financial advisors work closely with you, no matter where you are, to create and implement investment plans that help achieve your unique goals and long-term objectives.

Join Our Team

Join Our Team

We offer exciting and rewarding career opportunities for those who share our belief that commitments to excellence and uncompromising levels of service are critical to success.

Latest Achievements

Learn more about our latest highlights.

watch video

Meet CFS/SPF: Watch Our Video

News

CUSO Financial Services Receives BISA Technology Innovation Award for Business Texting Capabilities

CUSO Financial Services Receives BISA Technology Innovation Award for Business Texting Capabilities

Wescom Financial Services and CUSO Financial Announce Continued Partnership

Atria Wealth Solutions Adds Business Texting

More News

Featured In

Bank Investment Consultent
sandiago business journal
utoday logo
sandiego mafzine
financial planning
credit union
credit union times
credit union journal
callahan logo
Annual Conference image
Annual Conference
Program Managers Forum image
Program Managers Forum
CEO & Executive Conference image
CEO & Executive Conference
Regional Sales Roundtables image
Regional Sales Roundtables

Our Meetings

More Events

Footer

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 | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary March 31, 2020

webmail

      BC_firm_badgeaicpa-footer

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.

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in settings.

CUSO Financial Services and Sorrento Pacific Financial
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.