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. He holds his Series 65, as well as Life, Health, and Annuity insurance licenses in multiple states.
His 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 all things outdoors: camping, hiking, and kayaking, and he particularly enjoys spending time with his lovely wife, Megan.
Advisory products and services offered by Investment Adviser Representativesthrough Prime Capital Investment Advisors, LLC (“PCIA”), a federally registeredinvestment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211.PCIA doing business as Prime Capital Wealth Management (“PCWM”) and QualifiedPlan Advisors (“QPA”).©2022 2020 Financial Advisors, LLC-All Rights Reserved.
Cardiff by the Sea
2041 San Elijo Ave.
Cardiff by the Sea, CA 92007