Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLC (CRD# 127787) is a financial advisory firm headquartered in San Diego, CA. They manage $20,779,705 in 102 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management21MILLION
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Total Number of Accounts102ACCOUNTS
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Average Account Value$203,723
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Christine Berberich (CRD# 2501159) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in West Chester, PA and has over 23 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.
Gregory Vacca (CRD# 1628769) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Fairfield, CA and has over 21 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.
Michael Alef (CRD# 2030382) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in New Albany, MS and has over 17 years of experience in the finance industry.
John Berberich (CRD# 2537317) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in West Chester, PA and has over 23 years of experience in the finance industry.
Robert Breslin (CRD# 2269845) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Norwood, MA and has over 25 years of experience in the finance industry.
Jeffrey Caliguire (CRD# 4647022) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Louisville, CO and has over 14 years of experience in the finance industry.
Dominick Colonna (CRD# 3003041) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 20 years of experience in the finance industry.
Richard Dahl (CRD# 1080878) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 23 years of experience in the finance industry.
Wendi Drennon (CRD# 2305263) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Anderson, SC and has over 25 years of experience in the finance industry.
George Elias (CRD# 5504933) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Novato, CA and has over 9 years of experience in the finance industry.