Brett Gottlieb Financial Advisor

About Brett Gottlieb Financial Advisor

Brett Gottlieb is the founder of Comprehensive Advisor and a financial advisor with nearly two decades of industry experience. He graduated from California State University-Chico with two bachelor’s degrees in Business Administration and Economics. Brett is Life Insurance licensed in several states. He is passionate about guiding his clients on retirement income planning, helping each client pursue their specific retirement goals and defending the assets his clients have worked so hard to achieve. Brett is a California native and currently resides in San Elijo Hills with his beautiful wife and three children. Our team of qualified professionals have experience in the financial service industry and our advisors hail from some of the largest independent broker/dealers and banking institutions in the country. They have dedicated their professional careers to creating personalized financial solutions for individuals and families who seek successful retirement planning and currently offer investment advisory services through AE Wealth Management, LLC. Our advisors take a common-sense approach to the planning process and work with clients to create a retirement road map to help ensure their assets are protected and they receive the income needed to enjoy their future. Based in Carlsbad, California, they work with clients throughout San Diego County and beyond. To learn more about Brett or Comprehensive Advisor, please visit 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. 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.

Experience

1. Financial Advisor

   Ae Wealth Management

   Mar 2019 — Present · Carlsbad, CA, US

   Financial Advisor

Education

• California State University, Chico

  Bachelor of Science, Business Administration - Marketing

  1995 — 1999

• California State University, Chico

  Bachelor of Arts, Economics

  1995 — 1999

Skills

• Entrepreneurship
• Web Analytics
• Integrated Marketing
• Strategic Planning
• Financial Planning
• Insurance
• Online Lead Generation
• Business Development
• Digital Marketing
• Sales
• Lead Generation
• Customer Acquisition
• Executive Management
• Sales Presentations
• Financial Services
• Crm
• Strategic Partnerships
• Direct Marketing
• Small Business
• Finance
• Direct Mail
• Social Media Marketing
• Marketing Communications
• Strategy
• E-Commerce
• New Business Development
• Strategic Financial Planning
• Ppc
• Personal Financial Planning
• Marketing Strategy
• Direct Sales
• Marketing Management
• Online Marketing
• Email Marketing
• Multi-Channel Marketing
• Salesforce.com
• Affiliate Marketing
• Online Advertising
• Analytics
• Marketing