San Diego Broker Dealers, CUSO Financial Services and Sorrento Pacific Financial, Moving to Larger Facilities to Support Growth and Increase Efficiencies

Sister broker dealers for banking and credit union industries nearly doubling space

Sep 25, 2012, 17:00 ET from CUSO Financial Services, L.P.

SAN DIEGO, Sept. 25, 2012 /PRNewswire/ -- Sister companies, CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF), full-service broker dealers and SEC Registered Investment Advisers providing customized investment and insurance solutions to financial institutions, are moving to a new office campus in Scripps Ranch, an area of San Diego. The companies share back office support and, due to significant growth in the past two years, they are moving to meet their long-term needs for expansion.


The broker dealers will move to a 4.31 acre campus at 10150 Meanley Drive, San Diego, CA 92131 in mid-December, expanding into 30,425 square feet from current occupied space of approximately 17,000 square feet. The modern building, built in 2001 along the I-15 corridor, will offer more efficient technology, better connectivity and larger training center capabilities in addition to more offices and parking spaces. CFS and SPF were represented by Brandon Keith with Voit Real Estate Services in seeking the location.

Benefits of the space include:

  • A single-level, open floor plan that will allow for a more cohesive and efficient layout with expanded training and HD video conferencing facilities;
  • Ready access to multiple high speed data and phone lines;
  • Nearby walking/running paths and room to incorporate a "wellness" room for yoga and other activities;
  • Showers and lockers for both men and women, to complement the company's "Balanced Lifestyle Initiative" that incorporates wellness plans and exercise;
  • More modern and professional building with enough conference space to host client meetings and events.

"We have been very fortunate to have grown steadily and consistently over the past fifteen years, building a great team both at the home office and in the field," says CEO Valorie Seyfert. "Our goal was to secure a new space that is more efficient and customized to meet our current department and personnel configuration; more geared to our focus on a balanced lifestyle; and more technologically modern. Although a change in location will impact everyone's commute, we chose an area that will have the least impact on the commute for the majority of staff. We think we have accomplished all of those goals with this location."

Banks and credit unions interested in learning more about the companies' programs nationwide can call 1-800-686-4724.

About CUSO Financial Services, LP and Sorrento Pacific Financial LLC

Full-service sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to nearly 200 credit unions and banks throughout the country. Established by Amy Beattie and Valorie Seyfert, both companies are headquartered in San Diego with branch offices nationwide and hundreds of licensed representatives. Both broker dealers are SEC Registered Investment Advisers with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, contact CFS at 858-530-4400 or and SPF at 888.805.5585, extension 7910 or 4410, or

SOURCE CUSO Financial Services, L.P.