Check the background of this financial professional on FINRA's BrokerCheck.

Your Sorrento Pacific Financial, LLC Team
Sorrento Pacific Financial, LLC (SPF) Financial Consultants can provide you and your business with the tools to help build a strong financial future. They are here to help you design, implement and monitor a portfolio to meet the financial challenges of life.

The road to financial freedom is a journey, let a SPF Financial Consultant help you get there. To learn more about our SPF Financial Consultants visit your local Westamerica Bank branch and schedule a no-obligation meeting.





Rick Bissat
559.549.4464
rick.bissat@mybd.com
Fresno
Securities licensed in CA, and TX
CA Insurance #0E08072





Joshua Pela
925.338.7126
joshua.pela@mybd.com
SF/East Bay
Securities licensed in CA
CA Insurance #0F75565





Brian Frost
707.574.8829
brian.frost@mybd.com
Santa Rosa, Sonoma and Clearlake
Securities licensed in CA, SD and WA
CA Insurance #0H12137





Dennis Kobzeff
209.675.7850
dennis.kobzeff@mybd.com
Modesto/Merced
Securities licensed in CA
CA Insurance #0E19038





Hector Siqueiros
707.863.6767
hector.siqueiros@mybd.com
SF East Bay
Securities licensed in CA
CA Insurance #0B31176







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Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

For specific tax advice, please consult a qualified tax professional.

 

 


Check the background of this financial professional on FINRA's BrokerCheck.