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Podcast: Registered Investment Advisor Podcast
Episode: Mining Your Book of Business
Description: 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 Prime Capital Wealth Management.He has extensive experience in the areas of business continuation, employee fringe benefits, and retirement planning for corporations and the self-employed.<...