Sorrento Pacific Financial, LLC

Sorrento Pacific Financial, LLC (CRD# 127787) is a financial advisory firm headquartered in San Diego, CA. They manage $67,275,031 in 411 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $163,686
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NY, OK, OR, PA, SC, TN, VA, WI

Financial Advisors at Sorrento Pacific Financial, LLC
Showing 1 - 10 of 41 top financial advisors.
1
Christine M. Berberich
CRD#: 2501159
West Chester, PA
96
Wealthminder
score

Christine Berberich (CRD# 2501159) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in West Chester, PA and has over 22 years of experience in the finance industry. Christine Berberich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory D. Vacca
CRD#: 1628769
4550 Mangels Blvd., Fairfield, CA 94534
96
Wealthminder
score

Gregory Vacca (CRD# 1628769) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Fairfield, CA and has over 19 years of experience in the finance industry. Gregory Vacca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael R. Alef
CRD#: 2030382
132 Hwy 15 South, New Albany, MS 38652
93
Wealthminder
score

Michael Alef (CRD# 2030382) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in New Albany, MS and has over 15 years of experience in the finance industry.

4
John T. Berberich
CRD#: 2537317
West Chester, PA
93
Wealthminder
score

John Berberich (CRD# 2537317) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in West Chester, PA and has over 22 years of experience in the finance industry.

5
Derek W. Border
CRD#: 5175361
9585 William Penn Hwy, Huntingdon, PA 16652
93
Wealthminder
score

Derek Border (CRD# 5175361) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Huntingdon, PA and has over 9 years of experience in the finance industry.

6
Robert H. Breslin
CRD#: 2269845
185 Central Street, Norwood, MA 02062
93
Wealthminder
score

Robert Breslin (CRD# 2269845) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Norwood, MA and has over 24 years of experience in the finance industry.

7
Jeffrey D. Caliguire
CRD#: 4647022
Louisville, CO
93
Wealthminder
score

Jeffrey Caliguire (CRD# 4647022) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Louisville, CO and has over 13 years of experience in the finance industry.

8
Dominick Colonna
CRD#: 3003041
400 Locus Street, Lakewood, NJ 08701
93
Wealthminder
score

Dominick Colonna (CRD# 3003041) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Lakewood, NJ and has over 18 years of experience in the finance industry.

9
Richard S. Dahl
CRD#: 1080878
10150 Meanley Drive, 1st Floor, San Diego, CA 92131
93
Wealthminder
score

Richard Dahl (CRD# 1080878) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 22 years of experience in the finance industry.

10
Wendi K. Drennon
CRD#: 2305263
3901 Clemson Blvd, Anderson, SC 29621
93
Wealthminder
score

Wendi Drennon (CRD# 2305263) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Anderson, SC and has over 23 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.