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Why us?
The answer is simple.
Success.

Mission

By focusing on our core values, we grow successful investment programs and practices. As national broker-dealers and Registered Investment Advisors, we offer a stable track record of serving the nation's premier financial institutions and their clients.

Core Values

Integrity – Do what is fair, honest and trustworthy

Service – Go the extra mile

Flexibility – Embrace change, remain positive and get the job done

Innovation – Look for fresh ideas and solutions

Efficiency – Find new and better ways to get things done

Spirit – Promote a positive and fun atmosphere

Best of the Best

  • Ranked as one of the top broker-dealers in the industry
  • Partnered with some of the top financial institutions in the country
  • Recognized as one of the Best Places to Work honorees
  • Stellar job satisfaction rate of more than 94% from home office employees
  • Awarded Top 5 Healthiest Companies in San Diego

Opportunities Abound

  • Rewarding career path
  • Potential for advancement
  • Great benefits
  • Work/life balance
  • Co-workers with high integrity and strong work ethics
  • Collaborative culture and shared goals

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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.

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:
Srishti Assaye
Account Executive
srishti.assaye@ficommpartners.com | 917.893.2606

Technology Inquiries: dataVISION Help Desk
dvhelp@cusonet.com

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CUSO Financial Services, LP (Member FINRA / SIPC) © 2020

Disclosures | 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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