By Brett Gottlieb
We want to express our gratitude and best wishes as we look forward to celebrating the start of the new year. We persevered together and we are stronger for it! Although concerns about a recession, inflation, and ongoing stock market volatility are still on the horizon, we have high hopes for a financially strong 2025.
To close out this year, we want to share some of the exciting events our team participated in.
Annual Barbecue: This was our second annual barbecue for our clients and their friends and families, which took place outside our office building. We made some unforgettable memories while enjoying flavor-packed barbecue from Corbin’s Q BBQ truck and summer games like cornhole and advisor dunking.
Wine & Wisdom: This Wine & Wisdom Wednesday event took place at Lakehouse Resort and was as fun as it was insightful! The San Marcos Fire Department taught us about the “Ready, Set, Go!” campaign, giving practical tips on preparing for and evacuating during a wildfire. It was a great opportunity to connect with clients while deepening our knowledge of fire safety and keeping our loved ones safe together.
Padres Game: We had a fantastic time kicking off the summer by warming up with the San Diego Padres at Petco Park and celebrating a victory for the home team!
Shred Event: We helped our community dispose of old files, hard drives, and other items safely with the help of South Bay Shredding all while enjoying games and delicious brunch treats from Molten Waffles, Crepes & More!
Cheers to Charity: We had a fantastic time at this exclusive client event held at Stone Brewing Escondido, which included brewery tours, beer tastings, appetizers, games, and fun!
Pickleball: Clients and guests joined us for some fun and competitive pickleball matchups at The King of Padel, where we worked up a sweat, made memories together, and enjoyed delicious food from Pacific Fresh Co., Jersey Mikes, and The French Bakery!
We’re Thankful for an Amazing Year!
You’re the reason behind everything our team at Comprehensive Advisor accomplishes as a company. Your trust allows us to create relationships that last a lifetime, and your loyalty brings in new clients.
We hope that by being of service to you, we have given your family confidence that we’re available anytime to help you with any questions or concerns. We understand that life can change at any time, and we want you to rest easy knowing we’re here for you whenever you need advice, guidance, or just someone to listen.
Lastly, we wish you a beautiful new year and a season filled with fun and joy over the holidays!
Reach Out Today
We look forward to providing you with personalized financial planning advice so you can look forward to a strong financial future!
To verify that your financial plan is ready for a prosperous 2025 and beyond, contact us before the end of the year by emailing us at info@ComprehensiveAdvisor.com or calling (760) 813-2125.
About Brett
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, and 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 strategies 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 comprehensive retirement roadmap to help ensure their assets are preserved and they receive the income needed to enjoy their future. Based in Carlsbad, California, they work with clients throughout San Diego County and beyond. Learn more by connecting with Brett on LinkedIn or email them at info@ComprehensiveAdvisor.com.
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. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc., generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 2679120 – 10/24
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