Personal Insurance
Available through Sorrento Pacific Financial, LLC
Michael Pugliese
Financial Advisor, Sorrento Pacific Financial, LLC
We’re here to help you plan for what’s important — including the unplanned. As part of your comprehensive financial plan, our Sorrento Pacific Financial (SPF)1 team 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.
Our Insurance Offerings INclude:
Life
Consider this coverage when you have others depending on your income, as well as debts you will need to cover and other expenses.
Long-Term Care
Ease the worry about affording future care at home, in assisted living, or a nursing home.
Disability
Replace a portion of your income if illness or injury keeps you from working.
Call us today for a complimentary financial consultation
Review our financial background and experience
Personal Investments
Whether you’re investing for someone else’s dreams or your own, our Sorrento Pacific Financial investment professionals will work with you to provide the highest quality products, services, and guidance every step of the way.
Business Insurance
If you own or manage a business, we can make sure you have the coverage you need as part of your comprehensive financial plan — beginning by helping you figure out which option’s best for you.
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.