MEET THE TEAM
The team behind Comprehensive Advisor is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Financial Advisor, Founder
Brett’s common-sense approach to advising provides clients with a retirement roadmap that helps ensure they receive the income and protection they need in retirement.
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 experience to the individual planning arena and now helps pre-retirees and retirees with retirement income planning (including Social Security maximization), investment portfolio management, tax planning, health care planning (including life insurance and long-term care insurance) and legacy planning.
Brett’s nearly 20 years of experience and total dedication to the unique goals of his clients allow him not only to serve as a financial advisor, but also as a financial guide.
Brett has bachelor’s degrees in business administration and economics from California State University-Chico. He has passed the Series 65 securities exam and is an independently licensed life insurance agent. Brett’s financial custodian for all client assets is TD Ameritrade, one of the largest and most respected firms in the business. This relationship allows his clients access to the best platform and research capabilities in the industry.
Brett resides in San Elijo Hills, California, with his wife, two daughters and son. Away from the office, Brett enjoys spending time outdoors in the beautiful California weather.
CA Insurance Lic. #0C68886
Strategic Planning Advisor
Operations and Marketing Manager
Director of First Impressions
Planning Support Specialist
New Business Specialist
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a visit today or register to attend a live informational event.