What's New

New Content Updated.

App Description

This is the official mobile app for CFS and SPF.

It includes info on each of our feature events including our Annual Conference.

This mobile app allows you to:
• View schedules, explore sessions, and find networking at our events
• Curate your own personal schedule for easy event attendance
• Access location, speaker information, and presentation materials at your fingertips
• Post updates and comments to sessions, keynotes, and exhibitor booths
• Interact with a real-time event activity feed that showcases which sessions are trending, most popular photos, and popular discussion topics
Features of the app:
• Activity feed - the real-time pulse of the event. See what people are saying, view photos from the event, and find trending sessions and topics
• Agenda - view the full agenda and related information (session time, room number, speaker info, etc.)
• Map - of the venue and area restaurants

Download the app today to stay connected at CFS / SPF events!

About CFS and SPF: Full service, sister broker dealers and SEC Registered Investment Advisors CUSO Financial Services, LP and Sorrento Pacific Financial, LLC provide customized investment and insurance solutions to more than 200 financial institutions throughout the country. With branch offices and licensed representatives nationwide, CFS and SPF offer expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers.

iPhone Screenshots

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CUSO Financial Services and Sorrento Pacific Financial Mobile App screenshot 1 CUSO Financial Services and Sorrento Pacific Financial Mobile App screenshot 2

iPad Screenshots

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CUSO Financial Services and Sorrento Pacific Financial Mobile App screenshot 3 CUSO Financial Services and Sorrento Pacific Financial Mobile App screenshot 4

App Changes

  • June 24, 2015 Initial release
  • July 04, 2015 New version 1.4
  • July 04, 2016 New version 1.6