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Tommy Mancuso

INVESTMENT ADVISOR REPRESENTATIVE

Phone: (619) 501-7501

Locations:

1545 Hotel Circle South, Suite #190, San Diego, CA 92108

Tommy Mancuso embarked on his journey in the financial services arena in 2014, concurrently navigating the academic landscape at San Diego State University. His passion for wealth management and professional business development led him to the esteemed world of finance, where he honed his skills at the broker dealer and mutual fund company, Waddell & Reed. There, he secured his financial securities licenses, laying the foundation for a successful career.

Stepping into the renowned brokerage firm Merrill Lynch, Tommy expanded his knowledge and understanding of financial markets while fostering meaningful client relationships. Subsequently, he seized the opportunity to contribute to the rapid growth of Prime Capital Investment Advisors, a leading independent Registered Investment Advisor (RIA) firm in early 2015. Eager to return to Southern California, Tommy joined the affiliate team, 20/20 Financial Advisers, in 2023, assuming the role of Investment Advisor Representative and Head of Client Acquisition & Experience for the San Diego office.

Equipped with a FINRA Series 66 securities registration, Life & Health Insurance License, and aspiring to attain the Chartered Financial Consultant designation, Tommy is dedicated to providing a distinctive and personalized financial experience. As the architect of tailored solutions for individuals and businesses alike, he seamlessly navigates both individual investing and business retirement planning, offering insights that empower clients to achieve their financial aspirations.

Beyond his professional pursuits, Tommy finds joy in exploring new destinations, attending live concerts, and engaging in recreational sports within the community alongside friends and family. His multifaceted approach to life reflects a commitment to balance, diversity, and a genuine passion for connecting with people on both a personal and financial level.

Get to Know Tommy Mancuso

Tommy Mancuso Discusses Private Markets

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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.

20/20 Financial Advisers
A PCIA Company

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