Securities offered through Sorrento Pacific Financial, LLC (member FINRA/SIPC). Investment advisory services are offered through Partnervest Advisory Services LLC, an investment advisor registered with the Securities & Exchange Commission.  Securities including,  without limitation, mutual funds, stocks, variable annuities and fixed income available through Sorrento Pacific Financial, LLC, member FINRA/SIPC. Office of Supervisory Jurisdiction 10455 Sorrento Valley Rd., San Diego, CA 92121 (858) 805-7900. Securities are not insured by the FINRA, SIPC nor are they obligations of or guaranteed by Sorrento Pacific Financial, LLC or any affiliated entity. FINRA, SIPC and the SEC do not endorse any specific recommendation or services of the foregoing entities.  Such investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal. 

Before proceeding further, please be advised that at present our representatives are licensed to discuss with and/or offer financial services and/or investment products with residents of: PA, DE, NJ, NY, CT, VA, NC, GA, OH, MI, IL, CA, FL, Iowa, MN and Indiana. If you are a resident of any other state, please note that it is a simple and expeditious procedure for us to become licensed in other states as John Berberich,CEP and Christine Berberich,CFP hold a Series 6, Series 26, Series 63 and Series 65 licenses. Under normal circumstances this licensing procedure takes only 24 to 48 hours. 

 

A Graceful Departure
An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.

Home Equanimity
The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Making Moves to the Money Market
Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

More Newsletters>>>