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Sorrento Pacific Financial Services, LLC

 

 

Established in 2005, Sorrento Pacific Financial, LLC (Member FINRA/SIPC) is a full-service broker dealer offering customized investment and insurance solutions, training and program development support to the banking industry and independent channel. Headquartered in San Diego, SPF works with more than 85 community banks nationwide and holds a strategic alliance with ICBA (Independent Community Bankers of America); it also serves and supports independent advisors through its Partnervest division. SPF offers expertise in key areas including retirement services, wealth management, and fee-based and insurance products, for both individuals and business customers, and provides a fully-electronic account management system for advisors. For more information, visit http://www.sorrentopacific.com


Scope of work:

Communications research
Messaging development
Public relations strategy
Media kit development
News release planning and writing
Media relations
Case study and contributed article development
Award submissions
Speechwriting
Website refresh planning and content writing
Conference and event support


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