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

5 Key Points to Consider Before You Claim Social Security
A clock is balanced by a ball of money on a fulcrum.
social security

5 Key Points to Consider Before You Claim Social Security

The big decision every retiree has to make is when to start taking their Social Security benefits. Here are five things to think about as you weigh yo…
September 16, 2021