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“We needed a communications agency that could help us take our business to the next level. Since the launch of our product, Clearpoint Agency has helped us develop succinct, impactful messaging that has attracted press opportunities and enabled a presence in the healthcare industry. They are seasoned PR professionals who are creative, smart and a delight to work with. I highly recommend Clearpoint as a team to partner with, especially if you need help with brand positioning and strategic marketing initiatives.”
Merritt Carver, Marketing & Sales Operations Manager, Interpreta, a Healthcare Analytics Company
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Rigid compliance requirements and the unpredictability of social media are two reasons why many financial companies have been late to the social media game—with a third of financial advisors still not using social media for business in 2015 according to Corporate Insight—and countless more not fully embracing it, even today. 
The San Diego Business Journal has named Dan Kilroy, Chief Financial Officer (CFO) for CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF), CFO of the Year in the category of Large Privately Held Companies. 
