Supporting local businesses since 1831.
So you can rest, insured.
Michael Pugliese
Financial Advisor, Sorrento Pacific Financial, LLC
As part of your comprehensive financial plan, our Sorrento Pacific Financial (SPF)1 professionals can make sure you have the coverage you need — beginning by helping you figure out which option’s best for you.
Our business insurance offerings through spf include:
Key Person Insurance
A life insurance policy for a key executive’s life, where your company is the beneficiary.
Split Dollar Agreements
A written agreement between employers and employees outlining how they will share the premium cost, cash value, and death benefits of a permanent life insurance policy.
Buy-Sell Agreements
A legally binding contract that states how a partner’s share of a business may be reassigned if that partner dies or otherwise leaves.
Contact us today to learn how we can help protect your business for the future.
Review our financial background and experience
Group Retirement Plans
If you own or manage a business, offering a group plan can help keep your business competitive — and offer some potential tax benefits, too. Our SPF team is here to help business owners and managers take the complexity out of this important decision.
Personal Insurance
As part of your own comprehensive financial plan, we can make sure you have the insurance coverage you need to protect yourself, and your family. We’ll even help make sense of your options and help you decide what’s best for you. So you can rest insured.
1 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.