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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.
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.
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.