As the owner of 20/20 Financial Advisers of Cardiff by the Sea, LLC, Stephen Ambrosini, along with his associates, provides 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 20/20 CMI.
He has extensive experience in the areas of business continuation, employee fringe benefits, and retirement planning for corporations and the self-employed.
Steve has taught classes and seminars on retirement planning, pension plans, disability, and life insurance. While living in Phoenix, Arizona, he 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 UNIFI Hall of Fame in 2013.
Listen to this insightful RIA episode with Steve Ambrosini about his company, 20/20 Financial Advisors, the state of the market, and how to utilize niches when working as a team.
Here is what to expect on this week’s show:
How the biggest challenge clients need help overcoming is the state of the world in vitality and the importance of establishing a foundation for one’s self and family
Steve’s philosophy and outlook on today’s market
The team Steve built for his business, 20/20 FA
Steve’s journey with business referrals
Understanding how everyone has a niche to utilize
Mentioned Links:
Website: http://2020fa.com
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