2020 Financial Advisers

Specialties

We specialize in planning, investments and insurance. The San Diego firm is part of a larger organization composed of six nationwide offices, four in California, one in Florida and another in Delaware. If there’s a niche, it’s working with individuals and businesses to achieve financial success revolving around retirement, debt reduction and financial security.

History

Established in 2001.

The San Diego office opened in 2001, however it’s founders Stephen D. Ambrosini, Francis Derby, Tom R. Gibbings and Larry W. Palmer collectively have 110 years of experience. Since we all started years ago in the insurance and investment business prior to opening 2020 Financial Advisers of San Diego, our experience is way beyond the door opening of the agency.

Meet the Business Owner

Stephen A.

Business Owner

As a partner of ²⁰⁄₂₀ Financial Advisers of San Diego, L.L.C., Stephen provides investment and insurance services to businesses and individuals through his registration with Ameritas Investment Corp. He has extensive experience in the areas of business continuation, employee fringe benefits, and retirement planning for corporations and the self-​employed.

Stephen has been a member of the financial planning industry since 1978. He has taught classes and seminars on retirement planning, pension plans, disability, and life insurance and has been a guest commentator on The Keith DeGreen Personal Finance Show on KFYI Radio, Phoenix, Arizona. Stephen has earned the CLU (Chartered Life Insurance Underwriter) and ChFC (Chartered Financial Consultant) designations from the American College in Bryn Mawr, Pennsylvania and has been certified in Personal Financial Planning by the American College in Bryn Mawr, Pennsylvania.