👨👧👦👩👧 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
Invited by: Brad Greenstein
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Day | Followers | Gain | % Gain |
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March 16, 2024 | 160 | +1 | +0.7% |
April 07, 2023 | 159 | 0 | 0.0% |
October 11, 2022 | 159 | -1 | -0.7% |
August 16, 2022 | 160 | +2 | +1.3% |
June 03, 2022 | 158 | -1 | -0.7% |
April 26, 2022 | 159 | +1 | +0.7% |
March 19, 2022 | 158 | +3 | +2.0% |
January 20, 2022 | 155 | +2 | +1.4% |
November 05, 2021 | 153 | +1 | +0.7% |
September 29, 2021 | 152 | +1 | +0.7% |