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20/20 Financial Advisers of Cardiff by the Sea

At 20/20 Financial Advisers, we recognize that ongoing support to our clients is every bit as important as helping them create their financial plan for the future. We strive to execute those plans and help provide professional financial services every day.

Meet Stephen Ambrosini of 2020 Financial Advisers of Cardiff by the Sea


Riskalyze

Watch this video to learn how we use Riskalyze to benefit you.

Watch Riskalyze Video


Project Coastal

As part of our ongoing mission to become engrained into the local San Diego/Cardiff community, we have been fortunate to meet some amazing local entrepreneurs along the way. Collaborating with other successful professionals has always been a core strength of ours. We utilize these relationships in order to provide our clients with high quality, trusted service.

Through our journey here in the community, we crossed paths with Ryan Stafford of PS Platinum Real Estate who shares our passions for great client service and offering trusted advice. Combining our beliefs that real estate is an integral part in most financial plans and our love for our surrounding community, we put together this video. Please check it out and let us know what you think. As usual, if there’s anything we can do to be of service please do not hesitate to contact us.


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Steve Ambrosini’s Hall of Fame Speech

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Protecting the Promise of the Future

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Helping clients ‘ride the wave’

by David Wismer | Apr 27, 2016 | Advisor Interviews | Proactive Advisor Magazine

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Meet Our Cardiff by the Sea Team

Stephen D.  Ambrosini*

Stephen D. Ambrosini, CLU®, ChFC®

Chief Executive Officer 20/20 FA Cardiff by the Sea, LLC | Investment Advisor Representative - 20/20 CMI | Registered Representative - AIC

760-479-6162

760-479-6160

David J.  Wu*

David J. Wu, LUTCF

Financial Adviser | Investment Adviser Representative - CMI | Registered Representative - AIC

760-479-6165

760-479-6160

Dayna  York

Dayna York

Administrative Assistant

760-479-6164

760-479-6160

20/20 Financial Advisers of Cardiff by the Sea, LLC

Office Address

2041 San Elijo Ave
Cardiff by the Sea, CA 92007

Contact Info

Phone: 760-479-6161
Fax: 760-479-6160

Office Hours

Mon - Fri: 8:00am - 6:00pm

Schedule Time With Us