Comprehensive Advisor

Specialties

At Comprehensive Advisor our mission is to improve your life by providing caring knowledgeable financial advice and individualized solutions that enable you to attain your lifetime goals and aspirations.

There are many pieces to your financial life. To achieve your goals, these pieces must come together as one «Comprehensive» plan, to form an interconnected vision that will give you the clarity and confidence for your financial peace of mind.

Comprehensive Advisor is a leading provider of fee-​only financial planning and insurance services to pre-​retirees & retirees from all walks of life. Our client list ranges from corporate executives and business owners to athletes and stay-​at-​home moms. If you seek an integrated approach to financial planning and insurance services from a firm with a strong focus on individualized planning and solid expertise, please give us a call.

History

Established in 2010.

Comprehensive Advisor in Carlsbad, California, was founded with a goal of providing assistance with various aspects of insurance and financial planning. The lead advisor and founder, Brett Gottlieb has spent significant time in corporate benefits for a large consulting firm, as well as working at a small insurance and financial planning firm where he gained significant knowledge in Long Term Care Insurance, Life Insurance, & Individual Financial Planning for Retiree’s & Pre-Retiree’s. With almost 15 years of experience as a financial advisor maintaining registration as an Investment Advisor Representative and Life and Health Insurance License in all 50 States we are positioned well to assist all types of clients.

Meet the Business Owner

Brett G.

Business Owner

Always showing an interest in numbers, financial matters and even the stock market since his teens, Brett Gottlieb has just had a knack for financial planning.

Brett currently overseas a select group of clients who he provides assistance with various aspects of insurance and financial planning. After 15 years in the financial services business, knowing exactly who his ideal client is comes easy, «It’s the pre-​retired & post-​retired individual or family that is trying to either save more, grow more or protect their assets but don’t have the time to do so themselves. They want to know that the advisor they work with will pay attention to their portfolios, so they can focus on work or enjoying retirement.»

My philosophy boils down to this: provide asset protection 1^st & foremost all while delivering above average returns with reasonable risk. I look for investments that let me sleep well at night.

Brett is married to Lital and has two children, Avery & Skyler.

Comprehensive Advisor also recommends

Reinhardt Insurance Service

4

reviews

Auto Insurance

Brett G. says,

«John & his team have helped many of my clients with their Auto, Home & Business Insurance needs. They are very knowledgable and great to work with.»

Geiger Law Office, P.C.

3

reviews

Lawyers

Brett G. says,

«Brenda truly cares about each and every one of her clients. It’s nice to work with her office and you know that your needs will be met.»

Koza Law Group

7

reviews

Business Law

,

Estate Planning Law

Brett G. says,

«Bobby helped several of my clients with their Estate Plans & Business needs. He is compassionate, detailed, knowledgeable & a pleasure to work with.»

Linda Karp Insurance Services

4

reviews

Insurance

Brett G. says,

«Looking for Individual or Group Health Insurance? You should contact Linda! She has helped my clients make sense of their Health Insurance options.»