Michael Pugliese
Financial Advisor, Sorrento Pacific Financial, LLC
Our Sorrento Pacific Financial (SPF)1 team is here to help business owners and managers take the complexity out of this important decision.
Some of our plan options include:
Retirement Planning
401(k), 403b & 457 Plans
SEP & Simple IRA Plans
Reach out to find out how we can help your business.
Review our financial background and experience
Business Insurance
As part of your comprehensive financial plan, we can make sure you have the coverage you need — beginning by helping you figure out which option’s best for you.
Personal Investments
Whether you’re investing for someone else’s dreams or your own, our investment professionals will work with you to provide the highest quality products, services, and guidance every step of the way. All so you can feel confident enough to take that next step. Or leap. Because whatever your dreams are, we’re here to help turn them into plans.
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.