Check the background of this financial professional on FINRA's BrokerCheck.
    SORRENTO PACIFIC FINANCIAL LLC
SORRENTO PACIFIC FINANCIAL LLC a relationship that makes all the difference.
 

Whether you are investing for yourself or your company, look no further than your local Westamerica Bank branch. SPF Financial Consultants are experienced, licensed, and registered financial consultants trained to specifically tailor recommendations based on your needs and objectives by:

  • Reviewing your short and long term financial goals
  • Determining your investment risk tolerance and time horizons
  • Suggest recommendations to help you reach your long-term financial goals
Products and services include:
  • Mutual Funds
  • Fixed, Variable and Index Annuities
  • Stocks, Bonds – Municipals, Corporate, Agencies, Notes, Mortgage, Treasuries
  • Unit Investment Trusts
  • Life Insurance
  • Long Term Care Insurance
  • Retirement and Business Services
Contact a SPF Financial Consultant to schedule a no-obligation appointment:

Contact us at 800.829.8629 x6925
Email spfconsultants@mybd.com
Visit your local Westamerica Bank branch











VIEW YOUR INVESTMENTS
        
Log in above to view your investment portfolio and track the progress and you pursue your financial goals.
Tell A Friend Tell A Friend


 
 
 

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.