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By Brett Gottlieb and John McKean
Here at Comprehensive Advisor, we believe that your success is our success and have made it a priority to build lasting, meaningful relationships based on trust, integrity, and superior service. Your satisfaction is our primary concern. In order to continue meeting your needs and improving our service, we’d like to know more about your experience.
Please provide us with your honest feedback by answering these questions.
About Brett and John
Brett Gottlieb is the founder of Comprehensive Advisor and a financial advisor with nearly two decades of industry experience. He graduated from California State University-Chico with two bachelor’s degrees in Business Administration and Economics. Brett is Life Insurance licensed in several states.
John Mc Kean, financial advisor, joined Comprehensive Advisor in 2016. He has been in the financial services and retirement planning industry for over six years. John is Life Insurance licensed in California.
Brett and John previously worked as Registered Representatives with Securities America, one of the largest independent broker/dealers in the country, and currently offer advisory services through AE Wealth Management, LLC. Both are passionate about educating clients on retirement planning. They take a common-sense approach to the planning process and work with clients to create a retirement road map to help ensure their assets are protected and they receive the income needed to enjoy their future. Based in Carlsbad, California, they work with clients throughout San Diego County. Learn more by connecting with Brett on LinkedIn or email them at info@ComprehensiveAdvisor.com.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Comprehensive Advisor are not affiliated companies. C.A. Financial & Insurance Services California Insurance Licenses #6000262 & #0K37445. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. 430555
This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed.