Brett Gottlieb on Clubhouse

Bio

👨‍👧‍👦👩‍👧 Husband & Father of 3 great kids.
🏀 Avid Basketball Fan & Ex-Player
⛷ Expert Skier
🏦 Financial Advisor
🎙 Speaker
📈 Investor
📚 Lover of Education & Educating
🏢 Business owner @ Comprehensive Advisor, LLC
🕸 www.comprehensiveadvisor.com

Creator of The Retirement Defense™️:
🎙 Podcast, Radio, & VLog
📑 Personalized & Proprietary Financial Planning Process focusing on:

💰 Income Planning (Social Security, Pensions, Real Estate)
📈 Investment Planning (Stocks, ETFs, Mutual Funds, Bonds, Fees, 📉 Risk)
💸 Tax Planning (🔻reduce your taxes today & for the future)
👨‍⚕️ Healthcare Planning (Medicare & Long Term Care)
⚰️ Legacy Planning (👩‍⚖️ Trusts, Beneficiaries & Asset Protection)

🏡 Based in San Elijo Hills, CA

🎧 Turn my notifications on by clicking the 🔔 at the top and clicking “always” to stay in touch

❗️Connect with me on LinkedIn:
👉 https://www.linkedin.com/in/brettericgottlieb

‼️ Subscribe to my YouTube company page:
👉 https://www.YouTube.com/c/comprehensiveadvisor

‼️ Follow my Facebook company page:
👉 https://m.facebook.com/comprehensiveadvisor

📺 Media Inquiries or to chat further:
📧 [email protected]


👇 Follow me on Twitter & Instagram