20/20 Capital Management, Inc.

20/20 Capital Management, Inc. (CRD# 281692) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $570,008,000 in 2,311 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    570
    MILLION
  • Total Number of Accounts
    2,311
    ACCOUNTS
  • Average Account Value
    $246,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, MI, NC, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA

Financial Advisors at 20/20 Capital Management, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Stephen D. Ambrosini
CRD#: 1235905
940 South Coast Drive, Ste 110, Costa Mesa, CA 92626
96
Wealthminder
score

Stephen Ambrosini (CRD# 1235905) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in Costa Mesa, CA and has over 34 years of experience in the finance industry.

2
Amy R. Blodgett
CRD#: 2226903
847 Sansome St Fl 4, San Francisco, CA 94111
93
Wealthminder
score

Amy Blodgett (CRD# 2226903) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in San Francisco, CA and has over 25 years of experience in the finance industry.

3
Kristen L. Chirhart
CRD#: 2534953
940 South Coast Drive, Ste 110, Costa Mesa, CA 92626
93
Wealthminder
score

Kristen Chirhart (CRD# 2534953) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in Costa Mesa, CA and has over 9 years of experience in the finance industry.

4
Bartley A. Corfee
CRD#: 714249
940 South Coast Drive, Ste 110, Costa Mesa, CA 92626
93
Wealthminder
score

Bartley Corfee (CRD# 714249) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in Costa Mesa, CA and has over 36 years of experience in the finance industry.

5
Adan H. Diaz
CRD#: 2364989
1040 E. 86th Street, Suite 44h, Indianapolis, IN 46240
93
Wealthminder
score

Adan Diaz (CRD# 2364989) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in Indianapolis, IN and has over 24 years of experience in the finance industry.

6
Hanna C. Fleck
CRD#: 5162122
847 Sansome Street, 4th Floor, San Francisco, CA 94111
93
Wealthminder
score

Hanna Fleck (CRD# 5162122) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in San Francisco, CA and has over 11 years of experience in the finance industry.

7
Garrett H. German
CRD#: 4000167
160 South E. Street, Exeter, CA 93221
93
Wealthminder
score

Garrett German (CRD# 4000167) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in Exeter, CA and has over 18 years of experience in the finance industry.

8
Tom R. Gibbings
CRD#: 1277290
1660 Hotel Circle N, Suite 205, San Diego, CA 92108
93
Wealthminder
score

Tom Gibbings (CRD# 1277290) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in San Diego, CA and has over 25 years of experience in the finance industry.

9
Larry W. Palmer
CRD#: 2498036
1660 Hotel Circle N, Suite 205, San Diego, CA 92108
93
Wealthminder
score

Larry Palmer (CRD# 2498036) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in San Diego, CA and has over 23 years of experience in the finance industry.

10
David J. Wu
CRD#: 5287126
2041 San Elijo Ave, Cardiff By The Sea, CA 92007
93
Wealthminder
score

David Wu (CRD# 5287126) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in Cardiff By The Sea, CA and has over 7 years of experience in the finance industry.

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