Brett Gottlieb, Investment Adviser Representative

Brett Gottlieb, Investment Adviser Representative

Founder, Comprehensive Advisor Financial & Insurance Services

Brett Gottlieb is the founder of Comprehensive Advisor Financial & Insurance Services in Carlsbad, Calif. As a financial adviser, he helps pre-retirees and retirees with income planning, investment portfolio management, tax planning, health care planning and legacy planning. Gottlieb 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.

Phone: 760.813.2125 | Email: info@comprehensiveadvisor.com | Website: www.comprehensiveadvisor.com