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20/20 Financial Advisers | Prime Capital Financial
Inspiring people to achieve their life’s ambitions
Shoring Up Your Future
20/20 Financial Advisers, a Prime Capital Financial Company, was founded with a vision. We wanted to bring clarity to our clients and our partners, allowing them to see a brighter, sharper future. Now, a fully fleshed out firm spanning across the nation, our mission is to provide holistic, goal-driven financial planning services and education. We also believe in the importance of developing a unique vision of your ideal future, giving us direction and something to work toward in our relationship that is both professional and personal. Sitting right on the coast in America’s Finest City, we know what a perfect view looks like, and it can make you feel like you’re standing on the edge of the world, able to accomplish anything you set your mind to. That’s the philosophy we work to instill in each of our clients, and we’re ready to get started with a partnership that lasts for generations.
Tommy Mancuso
INVESTMENT ADVISOR REPRESENTATIVE
Tommy Mancuso is an Investment Advisor Representative and has assumed the role of Head of Client Acquisition and Experience for the San Diego office. He is passionate about investing and making informed, fundamentally sound investments. He stresses the importance of avoiding hype and relying on methods to help invest, grow and preserve wealth, whether that be through looking for opportunistic times to strike or through assessing the intrinsic value and long-term outlook of an asset. Then, he assembles a portfolio that is customized to the goals of each client.
Let's Chat”When investing for your future, there are no secrets, but there are traps. I’m here to help you avoid those traps by making educated, well-informed, empowered decisions.”
— Tommy MancusoEmbark on Your Journey.
Mission to Mastery
Our process, called Mission to Mastery, was designed to give your actions and your money purpose. It accounts for each step on your journey toward your financial goals and is malleable while still providing a framework for growing your financial literacy. It begins with a discovery phase that helps us understand your current circumstances as well as your short- and long-term goals. Once we have a firm grasp on your goals, we dive deep into the research to discover strategies that support what you’re trying to achieve. Then, as your equal partner, we work together to implement a customized strategy into your everyday life, helping you establish or solidify control over your cash flow and cash goals. Finally, we adapt to overcome the different obstacles you might encounter throughout your individual mission, giving you the opportunity to change with your circumstances. This is all with the objective of helping you make empowered and informed decisions for your own future.
Serving San Diego
20/20 Financial Advisers, a Prime Capital Financial Company, provides a full scope of financial services to our clients, many of whom are investors or business owners. Whether you’re an individual looking for a fully customized investment portfolio or recommendations based on your asset level and risk tolerance, or you’re a business owner looking for new ways to grow your firm, retain employees and increase your efficiency, we can help! Additionally, if you need help both as an individual and as a business owner, we have strategies that acknowledge the overlap while still providing for the unique needs of both of your financial sectors. View our services below.
Individuals
Wealth Management
Wealth Management
Establishing a comprehensive, customized portfolio and plan to build wealth based on your unique goals and circumstances.
Financial Planning
Financial Planning
Helping you achieve your life’s greatest milestones and goals while guiding you toward a work-optional lifestyle.
Legacy Planning
Legacy Planning
Passing on tax-advantaged wealth to allow your heirs to grieve and save them from expensive probate courts.
Life Insurance
Life Insurance
Giving you the protection you need with additional benefits you can use during life or a death benefit for your heirs if you don’t.
Private & Alternative Investment Options*
Private & Alternative Investment Options*
Offering exclusive investment options you won’t find with other advisors and opening doors to brand-new opportunities.
Businesses
Businesses
Corporate Retirement Plans
Corporate Retirement Plans
Implementing a group retirement benefit plan at your small business designed to help both you and your employees.
Group Life and Health
Group Life and Health
Retaining your business’s valuable employees with effective group life and health benefit plans that protect them and their families.
Employee Education
Employee Education
Educating your employees about their many choices and how their decisions will impact their financial future and retirement.
Key Person Insurance
Key Person Insurance
Devising a plan for succession and protection for the future so your business continues to progress without key employees.
Corporate & Foundation Cash Flow/Investment Analysis
Corporate & Foundation Cash Flow/Investment Analysis
Streamlining processes, overseeing investments and finding areas in which efficiency can be increased to help your business advance.
Blog, News & Information
Informed investing begins with education, and at 20/20 Financial Advisers, a Prime Capital Financial Company, we believe it’s our duty to provide that education. With blog posts that consistently keep you updated on the strategies we employ as well as the latest developments in the financial industry, we can help you find your footing and increase your financial literacy. We consistently post blogs that we believe can empower you with information, so be sure to check back to read our most recent articles!
Contact Us
We’re ready to begin a partnership that lasts a lifetime. With solution and objective-oriented planning services for you, your family and your business, we’re prepared to help in any capacity. If you’re ready to get started on a path toward efficiency, security and confidence, fill out our form below, and we will be in touch with you shortly.
Tommy Mancuso
INVESTMENT ADVISOR
2020 Financial Advisers
A Prime Capital Financial Company
2550 Fifth Avenue Suite 709
San Diego, CA 92103
Phone: (619) 501-7501
tmancuso@primefinancial.com