| Our advisors are involved in all aspects of preparing our clients' financial
plan. We "outsource" our back office support. We recommend law firms to our clients for trust preparation, wills,
etc., and for real estate dealings and to act as trustee
when applicable.
We monitor all investment activity for our
clients to help create a smooth, coordinated and synergistic result.
President and Founder
Bruno A. Giordano, MBA, CFP™, CEA
Bruno A. Giordano is the Founder and President
of Dorset Financial Services Corporation. Mr. Giordano is a registered representative through Sorrento Pacific Financial, LLC ("SPF")* and provides advisory services through Partnervest Advisory Services. He has been providing
advice and helping people make intelligent financial decisions
since January 1981.
Prior to 1981, Mr. Giordano served in the
Air Force as a jet fighter test pilot and later as Chief of Astronauts
to the then highly-classified, intelligence-collecting Manned
Orbiting Laboratory Space Program. After leaving the Air Force,
Mr. Giordano served as the Associate Chairman of the Board of
Safeguard Industries, a NYSE listed company.
Mr. Giordano is a West Point Graduate and
a LaCrosse All-American. He has a MBA degree from Syracuse University.
He is a Certified Financial Planner™ practitioner and Certified
Estate Advisor.
He is co-author of the nationally published financial
book and
the author of numerous articles. Mr. Giordano specializes in working closely with affluent individuals and families (more
than $1 million net worth) to provide advanced planning strategies
in order to enhance and protect wealth now and in the future.
Mr. Giordano is a casual golfer and a committed
sculptor.
Ron Noll, MS, CPA
Ron
Noll, MS, CPA, is an experienced tax and
financial advisors. Mr.Noll is a registered representative through Sorrento Pacific Financial, LLC ("SPF")* and provides advisory services through Partnervest Advisory Services. He provides wealth accumulation,
preservation, and transfer services to clients. In fact, Ron
has been quoted frequently during his career, has delivered
more than 100 national and local speeches, and is regularly tapped
as an expert witness and court-appointed accountant,
guardian and trustee. Ron brings his 40 years of experience to
help families manage their wealth.
Nearly 40 years ago, Ron established Noll
& Company, Inc.**, a Certified Public Accounting firm in Malvern,
PA, committed to providing clients with tax guidance. Noll & Company, Inc. prides
itself on personal and dependable service.
The culmination of Ron’s experiences enables
him to thoroughly understand all facets of a family’s financial
needs. He can navigate the complex areas of taxes, insurance,
estate planning, investments, real estate and business structures
and successions.
* Securities offered through Sorrento Pacific Financial, LLC Member FINRA / SIPC
Office of Supervisory Jurisdiction:
10455 Sorrento Valley Road, Suite 101 · San Diego, CA 92121
Investment Advisory Services provided through Partnervest Advisory Services, LLC.
A registered Investment Advisor
Insurance services provided through Partnervest Insurance Services, LLC
** All tax specific advice provided by Ron Noll is provided through Noll & Company, Inc., which is not affiliated with Sorrento Pacific Financial, LLC or Partnervest Advisory Services, LLC.
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