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Ben Ambrosini

Financial Adviser

Phone: (760) 479-6163

Fax: (760) 479-6160
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Meet Ben Ambrosini

Locations:

2041 San Elijo Ave, Cardiff by the Sea, CA 92007

As a financial adviser with 20/20 Financial Advisers of Cardiff by the Sea, Ben Ambrosini is passionate about providing holistic wealth management and financial planning services to his clients. Ben grew up in the industry and has absorbed the knowledge passed down from his family’s advisory business with a desire to carry that torch to the next generation.

Holding his Series 65 securities registration, as well as life, health, and annuity insurance licenses in multiple states, Ben’s work experience is broad, and he specializes in comprehensive financial plans, retirement planning, guaranteed income strategies, and portfolio analysis. Ben looks at the full picture when helping people achieve their financial goals, and he puts an emphasis on always speaking to his clients in plain English, breaking down complex strategies so they are easily digestible.

Ben Ambrosini is a strong believer in fiduciary duty, because at the end of the day, that’s why he got into this business: to help people. It’s this desire to always do the right thing for the client that has made him the most valuable asset in his clients’ portfolios.

Personally, Ben enjoys spending time with his wife Megan and their son Archer. He also enjoys all things outdoors: camping, hiking, and kayaking.

Disclosures:
California Life Insurance #4060467
PCRM Insurance Agency LLC, California Life Insurance #6007917

Ben Ambrosini explains retirement income, asset protection, and creating an income floor to build from while you are in retirement.

Ben Ambrosini discusses fixed indexed annuities and how FIAs can protect assets while offering potential growth.

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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.

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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.

20/20 Financial Advisers
A PCIA Company

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