Celebrating the Season: Greetings From Our Team to Yours

By Brett Gottlieb

As the holiday season approaches, we find ourselves reflecting on the many reasons to be thankful and filled with joy. It’s a time when we come together with loved ones, share in the spirit of giving, and appreciate the blessings that surround us. Here at Comprehensive Advisor, we have many reasons to be grateful, and we want to take a moment to share our appreciation with you.

This year, we’re thankful for all the things that have made a difference in our lives and the lives of our clients. Join us in reflection and celebration in the spirit of gratitude and joy this holiday season.

Reflecting on 2023

As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all that we’ve accomplished this year. Our clients are at the heart of everything we do. We are grateful for the trust you have placed in us and for the opportunity to work with you to pursue your financial goals. Your support and collaboration have been instrumental in our journey, and for that, we are truly thankful.

We are also thankful for your active participation in our events and activities throughout the year. Your presence and engagement have not only enriched our events but have also fostered a sense of community and camaraderie. We appreciate the friends and family you’ve brought along, making our events all the more special.

Here are some pictures from our dessert competition and BBQ.

The People Behind the Scenes

Our team is the backbone of our success. We’re grateful for their hard work, dedication, and unwavering commitment to providing top-notch financial advisory services. They work tirelessly to support our clients, and we are fortunate to have such a talented and passionate group of people.

Behind the scenes, our vendors play a crucial role in ensuring that we deliver the best services to our clients. We are thankful for their professionalism, reliability, and the valuable partnerships we’ve built over the years.

Finally, as we celebrate the holiday season, we are also mindful of the brave first responders and the men and women who serve our communities and our country. Their sacrifices and dedication inspire our gratitude and respect.

Thank You for a Wonderful Year!

Everything our team at Comprehensive Advisor achieves as a firm is all because of you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you, we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.

As we prepare to enter a new year, we look forward to continuing to help you pursue your financial goals in 2024. Here’s wishing you joy and laughter during the holiday season and a happy new year!

Let’s Get in Touch

To check in on your financial plan before the end of the year and confirm your finances are prepared for a successful 2024 and beyond, we invite you to email us at info@ComprehensiveAdvisor.com or call (760) 813-2125.

This holiday season, let’s come together to cherish the blessings in our lives, express our gratitude, and share in the joy of the season. From all of us at Comprehensive Advisor, we extend our warmest wishes for a happy and joyful holiday. May this season be filled with love, laughter, and moments to treasure.

About Our Advisors

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. Brett 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.

With a combined experience of over three decades in the financial services industry, 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 solutions 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 retirement road map to help ensure their assets are protected 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.  C.A. Financial & Insurance Services, 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. 2082450 – 11/23


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