Brett Gottlieb is the Founder of Comprehensive Advisor, a financial and insurance services firm that provides full-service retirement planning strategies. For nearly two decades, Brett has assisted more than 400 families and thousands of individuals through applies his Retirement Defense Methodology to their retirement strategies.
Brett empowers individuals and families by providing strategies to help approach retirement with confidence.
Brett brings his experience to the masses sharing insights and strategies as the host of The Retirement Defense Show, a show that has become a resource for individuals seeking financial guidance on their retirement journey.
With features in national and local media outlets such as Fox 5, ABC News, Kiplinger Wealth Management Magazine, TD Ameritrade Network and more, Brett is known for his holistic approach to navigating the complexities of retirement planning as well as his unwavering commitment to client confidence.
In addition to his media appearances, Brett is an active member and serves in several community organizations highlighting his commitment to collaboration and continuous improvement.
Brett Gottlieb is not just proficient in retirement planning; he is a committed family man and accomplished athlete who lives by the motto…”I will be helpful to others and open to learning, while building strong relationships with those I choose to spend my time with, whether teaching simplified concepts, preparing for life’s inevitable challenges or going on adventures.”
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance 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. Lic. #6000262 2264230 – 2/24
