Comprehensive Advisor has been providng financial services
to San Diego county families for several years.


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Join us for a private workshop, where you will be provided with critical information to help you plan for your future.


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Learn about some of our most commonly asked questions and watch recent T.V. interviews in our video library.


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Our Company

At Comprehensive Advisor our mission is to improve your life by providing caring and knowledgeable financial advice and individualized solutions that enable you to work towards your lifetime goals and aspirations.

There are many pieces to your financial life. To achieve your goals, these pieces must come together as one "Comprehensive" plan, to form an interconnected vision that will give you the clarity and confidence for your financial peace of mind.

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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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