Our Team

 

Brett Gottlieb

Financial Advisor & Founder

Brett has been in the financial services industry for over 15 years. He graduated from California State University, Chico with a BA in Business Administration and a BS in Economics. He currently holds the Series 65 securities license and is also independently licensed in life and health insurance in all 50 states. Brett has been a Registered Representative with various Broker/Dealers in the past and currently offers advisory services through Legacy Road LLC, a Registered Investment Advisor, allowing Brett to act in a fiduciary capacity, the highest standard of care, with his clients. Brett's financial custodians for all client assets are Charles Schwab and TD Ameritrade, two of the largest and most respected firms in the business. He knows that this relationship allows his client’s access to the best platform in the industry and some of the top research capabilities available.

Brett began his career working in employee benefits consulting where he specialized in building retirement plans for the employees of larger corporations. He then took this expertise to the individual planning arena and now helps pre-retirees and retirees with retirement income planning, estate planning, investment portfolio construction, Social Security maximization, life insurance, and Long Term Care Insurance.

Brett is passionate about educating his clients on retirement income planning. He takes a common sense approach to this process and works with clients to create a retirement roadmap that helps ensure his clients receive the income they need in retirement while protecting their assets. He understands that each client has specific goals when preparing for retirement, but in most cases the underlying theme is to provide asset protection first & foremost, provide income for today and in their future, and if possible to deliver above average returns with reasonable risk. They want to know that their advisor will pay close attention to their portfolios, so they can focus on work or enjoying retirement.

Brett resides in San Elijo Hills, CA with his wife, daughter and son.

CA Insurance License #0C68886.

Get to know Brett

brett@comprehensiveadvisor.com

 


 

Laurence Richards

Financial Advisor & Investment Officer

Laurence Richards specializes in providing investment management services for affluent individuals and families. Laurence holds a BA from the University of Pennsylvania as well as an MBA from the Marshall School of Business at the University of Southern California. Laurence also holds the Series 65 license and offers advisory services through Legacy Road LLC, a Registered Investment Advisor. He has 15+ years of senior-level executive experience serving in various investment and financial roles for investment firms and his clients. Laurence is considered a national expert on “family offices,” an integrated and comprehensive approach to managing wealth, and he has spoken at investment conferences throughout the country on topics such as investment management, generational planning, and managing a family business. Laurence has significant experience investing in equities and fixed income as well as alternative asset classes such as real estate and private equity. In addition, he has managed investments for families with substantial family-owned business interests.

Laurence serves on advisory boards and is involved in numerous philanthropic and civic organizations. He is the Vice-Chair of the Tocqueville Society of the United Way of Greater Los Angeles, a group consisting of senior executives from leading financial institutions and businesses in Southern California, which promote and fund the vision of the United Way. In addition, Laurence is a Member of the Investment Committee of the Jewish National Fund, one of the oldest philanthropies dedicated to environmental issues in Israel, and he actively advises concerning the organization’s several hundred million dollar portfolio and endowment.

Laurence is passionate about managing investments in an integrated manner which ensure effective long-term planning, both in terms of the lifetimes of his clients and for his clients’ future generations. He is focused on building relationships based on integrity, trust and full transparency.

Laurence resides in Los Angeles, CA with his wife and four children, including three babies ages 3 ½, 2, and almost 1 years old!

Get to know Laurence

laurence@comprehensiveadvisor.com

 


 

John Mc Kean

Financial Advisor

John has been in the financial services and retirement planning industry for over 6 years. He currently holds Series 7 and 66 securities licenses and is also independently licensed as Life-Only and Accident and Health in the state of California. John worked as a Registered Representative with Securities America, one of the largest independent Broker/Dealers in the country and currently offers advisory services through Legacy Road LLC, a Registered Investment Advisor.

John began his career trading mortgage-backed securities for a prominent mortgage banking firm. As a self-proclaimed “market geek,” he thrived from constantly watching market fluctuations and making critical decisions that directly impacted the firm and his clients. He found immense satisfaction out of aligning his clients with the best strategies and solutions for their individual situation.

Today, John strives to make a positive difference in the lives of his clients and their families by building long-lasting relationships. He specializes in professional money management, independent investment advice, estate planning, as well as helping pre-retirees and retirees with retirement income planning, Social Security maximization, life insurance, and long term care insurance.

John is a Southern California native and currently resides in North County with his beautiful wife, Lorraine, and 3-year old daughter, Alana.

CA Insurance License #0K37445.

Get to know John

john@comprehensiveadvisor.com

 


 

Serena Akinaga

Marketing and Client Relations Manager

Serena Akinaga is the Marketing & Client Relations Manager at Comprehensive Advisor. She joined Comprehensive Advisor in April of 2014 and serves as the liaison between the organization and our clients. Prior to joining the firm, Serena oversaw many aspects of client and vendor relationships for multiple companies throughout San Diego.

She is the first point of contact for the company and ensures that all clients feel at home. Her responsibilities include daily correspondence, appointment scheduling, customer service, client events, seminar planning, and processing of new account paperwork. Serena’s main focus is to exceed client’s expectations by maintaining open communication while servicing their accounts.

As a Southern California native, growing up in San Diego, Serena enjoys spending time outdoors with her husband and two children.

Get to know Serena

serena@comprehensiveadvisor.com

 


 

Jessica Prozor

Planning Support Specialist

Jessica is the Planning Support Specialist at Comprehensive Advisor. She joined Comprehensive Advisor in February of 2016 and assists with the creation of personalized financial strategies which Brett & John create for our clients. She interacts with our extensive list of investment and insurance companies that we are affiliated with. Jessica is a recent graduate from the State University of New York at New Paltz in upstate New York.

Jessica lives in Oceanside and is new to her San Diego community, but loves the Sunny Southern California weather. She lives with her boyfriend Marc, who is a corporal in the Marines. In her free time she enjoys hiking, going to the beach and spending time with her Italian Grey Hound, Alfred.

Get to know Jessica

jessica@comprehensiveadvisor.com

 


 

Leticia Barros

Operations & Administration Associate

Leticia provides back office support and administration at Comprehensive Advisor. She joined our firm in November of 2015 and is responsible for managing the client database, assisting with bookkeeping, and helping the rest of the team with the completion of various projects on a day to day basis.

Leticia lives in Pacific Beach and is originally from Brazil. She is currently attending San Diego University for Integrative Studies and is working towards her second degree. She currently has an Associates degree in Marketing and hopes to work with children in her next endeavor. In her free time she enjoys reading, traveling and spending time with friends and family.

Get to know Leticia

leticia@comprehensiveadvisor.com

Advisory services offered through Legacy Road, LLC, a Registered Investment Advisor.  Comprehensive Advisor and Legacy Road, LLC are not affiliated.  Comprehensive Advisor and its representatives do not provide tax or legal advice.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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