By Brett Gottlieb
Did you know Comprehensive Advisor is on social media? We designed our pages as an extension of our mission to help you manage and secure the wealth you are working hard to create and grow.
In fact, we’ve created short, concise videos on everyday financial topics so that you can grow your financial knowledge and be empowered to make the right decisions for your future. This special video series, called The Retirement Defense™ Download, will be available on our YouTube Channel, along with our recent TV interviews and important information on timely financial events. Subscribe now so you don’t miss anything!
In addition, we also have Facebook and LinkedIn pages that will keep you up-to-date on events, firm and team updates, valuable resources we want to share with you, and more. When you follow us on Facebook, YouTube, and LinkedIn, you’ll get to know us a bit better, see what we are up to, and share with us how we can serve you better. We can’t wait to interact with you on social media!
About Our Advisors
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. He is passionate about guiding his clients on retirement income planning, helping each client pursue their specific retirement goals and defending the assets his clients have worked so hard to achieve. Brett is a California native and currently resides in San Elijo Hills with his beautiful wife and three children.
With a combined experience of over three decades in the financial services industry, our advisors hail from some of the largest independent broker/dealers and banking institutions in the country. They have dedicated their professional careers to creating personalized financial solutions for individuals and families who seek successful retirement planning and currently offer investment advisory services through AE Wealth Management, LLC. Our advisors 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 and beyond. 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, CA Ins. Lic. #6000262. Comprehensive Advisor, LLC is an independent financial services firm that utilizes a variety of investment and insurance products. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc. generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 000998471 08/21
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