Comprehensive Advisor

Brett was very beneficial in me obtaining Social Security benefits based on my deceased ex-wife’s benefits. He was extremely knowledgeable on the subject matter. He was a pleasure to work with and I highly recommend him to help with any of your social security issues.

Brett Gottlieb is the Best in the Business. He is extremely professional, on top of all options, and follows through with careful vigilance. After meeting with him and investing in both retirement and insurance products, I remain grateful for having Brett take care of all my financial concerns. I am certain there is no one better.

My husband and I have worked with Brett for about six months now. We have the utmost confidence in him and are very grateful for his insight and assistance. Within the last six months we have refinanced our home, remodeled our home, paid off credit card debt, put in place our wills and family trust, set aside adequate savings, and made some investments. Being debt free and having a financial plan in place has relieved SO much stress in our marriage. We can’t thank Brett and his staff enough for putting us on the right track.

We met Brett at a Kids Expo in San Diego. From the moment we began working with Brett, he was attentive, helpful, and extremely comprehensive in discussing all of our concerns and financial planning. He provide great insight and advise on how to plan for our children’s future, helped explain our insurance investments, and a lot of guidance on our portfolio planning. It’s a bit nerving thinking about all of these items plus how we should work to protect/​secure our assets; Brett has made the process easier and is very responsive one answering questions and following up! Definitely recommend him and his office!

We found Brett by doing our homework and research online, combing through various reviews and information. Our family had some unfortunate and tragic circumstances that affected us financially and we were in desperate need of some professional help and guidance to help us find a way to get back on our feet and push through to become financially secure again. We decided to call Brett’s office and give him a quick run down to see what he could offer in the way of advice and help. We were offered a free consultation and met with Brett and his assistant Serena to discuss our current financial situation. Brett and Serena were very professional, attentive and eager to help as well as willing to find creative ways to work everything out financially. That was 4 months ago; and while we are not completely out of the weeds yet so to speak, we have so much more breathing room financially now thanks to Brett and his dedication, hard work and attention to every detail. It’s so nice to have someone willing to go the extra mile by checking in, offering sound advice and words of encouragement during what has been a huge financial change in our family’s life. In this technological day and age, it is so awesome to be able to get such personal service. We now feel like we are working with a trusted friend and are so excited to continue our journey back to financial freedom with Brett’s guidance. We could not be happier with our decision to go with Brett and Comprehensive Advisor to help save our family from what was turning into a really desperate and hopeless financial situation. We would highly recommend Brett to anyone looking for help and sound financial advice from a trusted professional.

Brett Gottlieb was introduced to me by my father about 11 years ago. At that time my husband and I were in need of financial advice and direction. Our business was taking off, but we needed advice from someone we trusted. My father had worked with Brett at that time for a few years and developed a close relationship with him, so he felt comfortable introducing Brett to us. Not only has Brett helped us develop a healthy financial direction, he became a good friend. He is always a text, email or a phone call away. Through the years, Brett’s advice has worked out just as he predicted. I look forward to many more years working with him.

Brett Gottlieb listens and listens attentively. The client and the client goals drive the interview. The questions he asks are thoughtful, insightful and demonstrate enormous knowledge of his field. Brett Gottlieb cares. He cares about the client and he cares about what is important to the client. I have continually been surprised how frequently he will initiate contact, with me, to present an idea or a new concept I might contemplate. He assists to connect and interconnect people and services in your financial life that you might not have previously considered. In the six months I have worked with him, as a pre-​retiree, I have more confidence and reassurance of my future years, than in any time previously.