Valorie Seyfert

Chief Executive Officer at

Sorrento Pacific Financial LLC

Finance

Consumer Services

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 Provides broker dealer services	Chief Executive Officer	01/03/2003

All active positions of Valorie Seyfert

Former positions of Valorie Seyfert

Companies	Position	End
CUSO Financial Services LP CUSO Financial Services LP Investment ManagersFinance CFS provides financial planning and investment advisory services consistent with the individual clients' financial and tax status as well as risk/reward objectives. The firm and IARs may utilize varying techniques in formulating investment advice or managing assets for clients. They may also consider the overall economy, both domestically and globally, when selecting specific investments and making asset allocation decisions, as well as consider current and recent market levels and volatility.	Chief Executive Officer	01/03/2023

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Training of Valorie Seyfert

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Linked companies

Private companies	4
CUSO Financial Services LP CUSO Financial Services LP Investment ManagersFinance CFS provides financial planning and investment advisory services consistent with the individual clients' financial and tax status as well as risk/reward objectives. The firm and IARs may utilize varying techniques in formulating investment advice or managing assets for clients. They may also consider the overall economy, both domestically and globally, when selecting specific investments and making asset allocation decisions, as well as consider current and recent market levels and volatility.	Finance
University of Southern California University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of San Diego University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sorrento Pacific Financial LLC Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Provides broker dealer services	Finance