Prime Capital Investment Advisors unveils new brand – Prime Capital Financial! Click here to read the full announcement.
Stephen D. Ambrosini, ChFC®, CLU®
Partner
Phone: (760) 479-6162
Fax: (760) 479-6160
Locations:
2041 San Elijo Ave, Cardiff by the Sea, CA 92007
Stephen D. Ambrosini, CLU®, ChFC®, is owner of 20/20 Financial Advisers of Cardiff by the Sea, LLC and is partner and one of the original founders of 20/20 Financial Advisers, LLC.
Stephen and the team at 20/20 Financial Advisers provide investment and insurance related products and services to businesses and individuals through his registration with Private Client Services. Steve is also registered as an Investment Advisor Representative (IAR) with 20/20 Financial Advisers and provides fee-based financial planning and fee-based investment services to clients through his relationship with Prime Capital Wealth Management.
As a partner with the firm, Stephen has extensive experience in the areas of business continuation, employee fringe benefits, and retirement planning for corporations and the self-employed. He has taught classes and seminars on retirement planning, pension plans, disability, and life insurance.
While living in Phoenix, Arizona, Stephen was a frequent guest commentator on The Keith DeGreen Personal Finance Show on KFYI Radio from 1991-93. One of the original founders of 20/20 Financial Advisers, he was inducted in the Ameritas Life Insurance Company UNIFI Hall of Fame in 2013.
Additional Information
- Investment Advisor Representative (IAR) with Prime Capital Wealth Management. Holds Series 7 & 63 securities registrations and is licensed in life, health, and disability income insurance.
- Holds designations as both Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®).
- Previously appointed with AIC affiliate Ameritas Life Insurance Company, LLC.
Ameritas Hall of Fame Award
Protecting the Promise of the Future
Featured Articles:
- https://sdvoyager.com/interview/meet-stephen-ambrosini-2020-financial-advisers-cardiff-sea-llc-cardiff-sea/
- https://proactiveadvisormagazine.com/stephen-ambrosini-active-investment-management-interview/
Professional and Client References available upon request.
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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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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.
