Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLC (CRD# 127787) is a financial advisory firm headquartered in San Diego, CA. They manage $185,086,059 in 778 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management185MILLION
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Total Number of Accounts778ACCOUNTS
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Average Account Value$237,900
- 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
- Pension consulting services
- 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
Michael Alef (CRD# 2030382) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in New Albany, MS and has over 21 years of experience in the finance industry.
Christine Berberich (CRD# 2501159) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Northwood, OH and has over 27 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.
John Berberich (CRD# 2537317) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Northwood, OH and has over 27 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 29 years of experience in the finance industry.
George Elias (CRD# 5504933) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Larkspur, CA and has over 13 years of experience in the finance industry.
James Giordano (CRD# 5750678) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Joe Haywood (CRD# 1441862) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in El Segundo, CA and has over 23 years of experience in the finance industry.
Kathryn Hooper (CRD# 3099687) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Des Moines, IA and has over 23 years of experience in the finance industry.
Shannon Irwin (CRD# 2081007) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Ventura, CA and has over 27 years of experience in the finance industry.
Todd Kleinert (CRD# 4965730) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Modesto, CA and has over 16 years of experience in the finance industry.