Valorie Seyfert
Chief Executive Officer at Sorrento Pacific Financial LLC
Profile
Valorie Anne Seyfert was the founder of CUSO Financial Services LP, founded in 1996, where she held the title of President until 2023.
She is also the founder of Sorrento Pacific Financial LLC, founded in 2003, where she currently holds the title of President & Chief Executive Officer.
Ms. Seyfert received an undergraduate degree from the University of Southern California in 1980 and a graduate degree from the University of San Diego in 1984.
Valorie Seyfert active positions
| Companies | Position | Start |
|---|---|---|
Sorrento Pacific Financial LLC
 Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Sorrento Pacific Financial LLC operates as a broker-dealers and investment advisory firm specializing in financial institutions. It specializes in the areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customer. The company was founded by Valorie Seyfert and Amy Beattie on February 5, 2003 and is headquartered in San Diego, CA. | Chief Executive Officer | 28/02/2003 |
Former positions of Valorie Seyfert
| Companies | Position | End |
|---|---|---|
CUSO Financial Services LP
 CUSO Financial Services LP Investment ManagersFinance CUSO Financial Services LP (CFS) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Valorie A. Seyfert and Amelia H. Beattie in 1996. They are a wholly-owned subsidiary of Aws 3, Inc., which is owned by Atria Wealth Solutions, Inc. CFS, through its Investment Advisor Representatives (IARs), offers investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable institutions, and corporations and other business entities. | Chief Executive Officer | 28/02/2023 |
Training of Valorie Seyfert
| University of Southern California | Undergraduate Degree |
| University of San Diego | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
CUSO Financial Services LP
CUSO Financial Services LP Investment ManagersFinance CUSO Financial Services LP (CFS) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Valorie A. Seyfert and Amelia H. Beattie in 1996. They are a wholly-owned subsidiary of Aws 3, Inc., which is owned by Atria Wealth Solutions, Inc. CFS, through its Investment Advisor Representatives (IARs), offers investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable institutions, and corporations and other business entities. | Finance |
Sorrento Pacific Financial LLC
Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Sorrento Pacific Financial LLC operates as a broker-dealers and investment advisory firm specializing in financial institutions. It specializes in the areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customer. The company was founded by Valorie Seyfert and Amy Beattie on February 5, 2003 and is headquartered in San Diego, CA. | Finance |
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