Brett Gottlieb, NSSA® Advisor · Carlsbad, CA
Brett Gottlieb
CEO, Comprehensive Advisor LLC
Professional Profile
Brett Gottlieb is a seasoned financial expert and the CEO of Comprehensive Advisor LLC, based in beautiful Carlsbad, California. With nearly two decades of industry experience and a strong educational background, including dual bachelor's degrees in Business Administration and Economics from California State University-Chico, Brett is dedicated to providing personalized retirement income planning solutions tailored to his clients’ unique goals.
Brett Gottlieb has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
As the founder of Comprehensive Advisor, Brett leads a team of highly qualified professionals who share his passion for guiding individuals and families in San Diego County and beyond. With a commitment to protecting his clients' hard-earned assets and ensuring they achieve a secure and fulfilling retirement, he utilizes a common-sense approach to financial planning. He is Life Insurance licensed in several states, enhancing his ability to offer comprehensive financial guidance.
Residing in San Elijo Hills with his wife and three children, Brett understands the importance of family and planning for the future. His reputation as a reliable and knowledgeable advisor makes him a trusted resource for those seeking expert insight into retirement strategies and Social Security planning. To learn more about how Brett can help you secure your financial future, visit https://www.comprehensiveadvisor.com/.
Disclosure
Insurance products are offered through the insurance business C.A. Financial & Insurance Services. Comprehensive Advisor, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by C.A. Financial & Insurance Services are not subject to investment Advisor requirements. CA Ins. Lic. #6000262. Investing involves risk, including the potential loss of principal. National Social Security Advisor Certificate Program (NSSA) is a certification created by the National Social Security Association, a for-profit entity. The NSSA Certificate Program grants a Certificate to those who complete the one-day course and pass the proctored assessment. NSSA is independently accredited by The Institute in Credentialing Excellence (ICE). NSSA is not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency. 03038540 - 12/25
Contact Brett
How an ARPI-Certified Advisor Can Help You
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.
