Brett Gottlieb

Brett Gottlieb Email and Phone Number

Helping You Navigate the Transitions in Life | Income Plan | Investment Plan | Tax Plan | Healthcare Plan | Legacy Plan | Retirement Plan @ Comprehensive Advisor
Brett Gottlieb's Location
Carlsbad, California, United States, United States
Brett Gottlieb's Contact Details
About Brett Gottlieb

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 https://www.comprehensiveadvisor.com/---Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Comprehensive Advisor, LLC are not affiliated companies. C.A. Financial & Insurance Services, CA Ins. Lic. #6000262.

Brett Gottlieb's Current Company Details
Comprehensive Advisor

Comprehensive Advisor

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Helping You Navigate the Transitions in Life | Income Plan | Investment Plan | Tax Plan | Healthcare Plan | Legacy Plan | Retirement Plan
Brett Gottlieb Work Experience Details
  • Comprehensive Advisor
    Financial Advisor & Founder
    Comprehensive Advisor Jan 2011 - Present
    Carlsbad, Ca, Us
    Financial Planning & Insurance Services
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  • Official Quote Insurance Services, Llc
    Chief Operations Officer & Founder
    Official Quote Insurance Services, Llc Sep 2004 - Dec 2016
    Operational Management & Marketing Oversight
  • Lital, Llc
    President & Founder
    Lital, Llc Aug 2008 - Dec 2015
    Executive Management, Promotional Marketing, Operational Oversight
  • Chelsea Taylor
    Vice President & Founder
    Chelsea Taylor Oct 2010 - Apr 2013
    Operational Management & In Store Sales & Marketing

Brett Gottlieb Skills

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

Brett Gottlieb Education Details

  • California State University, Chico
    California State University, Chico
    Business Administration - Marketing
  • California State University, Chico
    California State University, Chico
    Economics

Frequently Asked Questions about Brett Gottlieb

What company does Brett Gottlieb work for?

Brett Gottlieb works for Comprehensive Advisor

What is Brett Gottlieb's role at the current company?

Brett Gottlieb's current role is Helping You Navigate the Transitions in Life | Income Plan | Investment Plan | Tax Plan | Healthcare Plan | Legacy Plan | Retirement Plan.

What is Brett Gottlieb's email address?

Brett Gottlieb's email address is br****@****ieb.com

What is Brett Gottlieb's direct phone number?

Brett Gottlieb's direct phone number is +131042*****

What schools did Brett Gottlieb attend?

Brett Gottlieb attended California State University, Chico, California State University, Chico.

What are some of Brett Gottlieb's interests?

Brett Gottlieb has interest in Family, Children, Yoga, Watches, Cars, Environment, Education, Basketball, Reading, Running.

What skills is Brett Gottlieb known for?

Brett Gottlieb has skills like Lead Generation, Marketing Strategy, Direct Marketing, Customer Acquisition, Digital Marketing, Marketing, Social Media Marketing, Strategic Planning, Online Marketing, Email Marketing, Multi Channel Marketing, Fixed Annuities.

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