Investment

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Personal Investment Services

Investment Services

Westamerica Bank contracts with Sorrento Pacific Financial (SPF*) to offer investment services to our customers. We offer complimentary, no obligation financial reviews to Westamerica customers with licensed SPF* Financial Advisors right in your local branch. Advisors can provide you with guidance based on your unique situation and can help you create a financial plan to help you reach your retirement goals.

Our SPF* advisors will review your current financial plan and can offer the following financial services:

  • Retirement planning and income strategies

  • IRA, 401(k), 402(b), 457 plans and TSP Rollover options

  • Life and long-term care insurance

Click here to check the background of a firm or individual investment professional on FINRA’s BrokerCheck.

To learn more about retirement planning, contact your local branch today to schedule a complimentary, no-obligation appointment.

*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.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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