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About 20/20 Financial Advisers

The name 20/20 Financial Advisers is based on the concept of 20/20 vision: The ability to see clearly at a distance. We carry this clarity with us through every client meeting, making sure to pay attention to the big picture when assessing our clients’ financial goals and challenges, while never letting the important details slip through the cracks. Every client meeting starts with a healthy understanding of the past, which creates a foundation for the years to come. Some say hindsight is 20/20…we say “Your Future is our Focus.”

The History of 20/20 Financial Advisers

The seeds of the 20/20 Financial Advisers partnership were planted at a variety of conferences in the early 1990’s. While attending the Acacia Life annual meetings, which is where the founders of 20/20 Financial Advisors met, a close friendship developed as they spoke about their challenges and successes in meeting the needs of their clients in a rapidly changing environment. Over time, this friendship grew into a collaboration and a nationwide practice of like-minded advisers with one shared goal: Take care of the client.

What began as a small group of individuals based around mutual respect and a common client focus evolved and grew into a thriving business through the decades. Starting from a single ensemble practice, 20/20 soon expanded to four locations, and finally to 14 locations across the country by 2021. That same year, 20/20 Financial Advisers partnered with Prime Capital Investment Advisors to enhance their abilities to add value through additional wealth management resources and financial services. As part of Prime Capital Investment Advisors, 20/20 Financial Advisers is stronger than ever, and continues its shared purpose to serve the holistic financial planning needs of its respected clients in an ever-evolving financial landscape.

Learn About Us

Meet Your 20/20 Financial Advisers Team

The financial advisers and professionals at 20/20 Financial Advisers each have different accreditations, qualifications, backgrounds, focus areas, and experiences, which they use collaboratively to help clients from all walks of life. From individuals to families and business owners, our advisors specialize in providing holistic financial planning and retirement advice to address a wide range of client needs. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their unique approach to the world of financial planning.

Fakhr “Naz” Alavi
Investment Advisor
California
(818) 995-7969

Robert Branch III
Partner, Investment Advisor Representative
Florida
(386) 671-0976

Thomas Carreras
Financial Advisor
Florida
(561) 798-4565

Vinit Madan
Director of Investments
California
(714) 433-1299

Deanne Palmer
Financial Advisor
California
(619) 770-1933

Bob Stout
Financial Representative, Broker
Delaware
(302) 777-2020

Ben Ambrosini
Financial Advisor
California
(760) 479-6163

Howard J. Buck
Partner
Delaware
(302) 777-2020

Tom R. Gibbings
Partner
California
(619) 501-7501, ext. 3023

Tommy Mancuso
Partner, Wealth & Retirement Advisor
California
(619) 501-7501

Appointment
Learn More

Jeremiah (“J.J.”) Pangan
Financial Advisor
California
(714) 433-1299

Samir C. Thakkar
Partner
California
(714) 433-1299

Stephen D. Ambrosini
Partner
California
(760) 479-6162

Appointment
Learn More

Bill Carey
Investment Advisor Representative
Florida
(954) 781-8549

Garth J. Lurvey
Partner, Financial Advisor
Florida
(407) 782-2599

Larry W. Palmer
Partner
California
(619) 770-1933

Leonard Simpson
Partner
California
(916) 989-3295

Karin L. Tyson
Partner
Texas
(832) 924-2600

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Resource Library

At 20/20 Financial Advisers, we give you a library of resources you can use to help bring financial concepts into focus, with articles and videos explaining some of the tools available to help grow and protect your wealth using holistic financial planning and sound wealth management. As you get closer to retirement, understanding strategies like the generation of retirement income from your assets, the potential mitigation of taxes, protection of assets, reduction of risk, and programs like Social Security move to the forefront.

Resources
Featured Videos
Educational Whitepapers
Blog, News & Information

Contact Us

Please contact us to learn more about how we can help you with financial matters, or to set up a complimentary consultation with one of our seasoned financial professionals! We look forward to speaking with you.


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