• 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
  • Disclosures
  • Financial Institutions
  • Investment Clients
  • Join Us
  • Events
  • Atria News

A financial partnership.
Providing support and solutions.

We offer industry-leading support and technology solutions to you and your financial professional and provide a full array of growth, income and protection products offered by leading mutual fund, annuity and insurance companies.

Your Financial Professional's Support System

CFS and SPF support your financial professional so they can, in turn, assist you throughout your entire investing life cycle. Whether you are just starting out, saving for your kids’ college, planning retirement, or taking distributions to enjoy life, we make sure your CFS/SPF financial professional has the knowledge, tools and support to assist you with your investment decisions.

Products & Services

With access to investments, insurance, small business and self-directed solutions, we have an array of offerings to meet the preferences and risk tolerances of every investment client. Our online and mobile services make it possible to manage your investments anywhere, any time.

Advisory Services/Financial Planning PayPal Payment Portal

The Advisory Services/Financial Planning PayPal Payment Portal allows an IAR to offer clients financial planning and/or consulting services. The nature of these services varies based upon an analysis of individual client needs. Areas addressed can include but are not limited to: investment portfolio advice; business or estate planning; financial counseling and/or planning; and complex planning services.

CUSO Financial Payment Portal  |  Sorrento Pacific Financial Payment Portal

Technology Tools

CFS and SPF provide the technology tools to meet your objectives and keep your financial professional efficient, flexible and knowledgeable.

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 | 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

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.