By Brett Gottlieb
Each Thanksgiving, we reflect on the past year and everything we’re thankful for. As always, the Comprehensive Advisor team is grateful for the opportunity to assist our clients with building the life they’ve always dreamed of.
What We’re Grateful for This Thanksgiving
We want to take a moment to share what we’re most grateful for this Thanksgiving season:
Brett Gottlieb, Founder and Financial Advisor
“I’m grateful for my wife, my kids, my family, the health we share, the business that supports us, our amazing staff and clients I get to work with each day, and most of all, for the blessing of being able to help others every day.”
Serena Akinaga, Operations and Marketing Manager
“I am grateful for my family at home and work—and that my youngest is in his senior year at Gonzaga and graduates in May!”
Eric Brelsford, Strategic Planning Advisor
“I’m grateful for family, peace, and the beauty of nature.”
John McKean, Financial Advisor
“I am thankful for my beautiful family, the amazing people I get the opportunity to work with on a daily basis, and the men and women who fought and died for our country and gave us the opportunity to live a free life.”
Jake Delo, Planning Support Specialist
“I am especially grateful for my family, especially my three nephews, and for the blessing of living near the beach.”
Chris Caudle, Planning Support Specialist
“Here are the things that I am grateful for: my wife, my family, and my community.”
Sarah Siciliano, Director of First Impressions
“I am thankful for my family, friends, and health.”
Melinda Zermeno, Planning Support Lead
“I am thankful for my husband and children, our ‘farm’ of animals, and all of my family’s good health.”
Gwen Truax, Receptionist
“I’m grateful for my fiancé, cats, and to live somewhere where I can enjoy the holidays without frigid weather.”
Hector Monroy, Client Servicing Advisor
“I am thankful for spending time with my family and the Southern California sunshine.”
Brice Murphy, Client Servicing Advisor
“I am thankful for family, health, and good friends.”
Reflecting on Gratitude and Looking to the Future
At Comprehensive Advisor, one of the greatest privileges we have is walking alongside you on your financial journey. It’s a joy to celebrate your milestones and provide steady support through life’s challenges. As we reflect on all we’re thankful for this year, we want to extend our heartfelt gratitude to you, our valued clients, for allowing us to be part of your story. We look forward to continuing to help you and your family build toward a confident and meaningful future.
Ready to Build Your Personalized Financial Strategy?
At Comprehensive Advisor, we don’t believe in one-size-fits-all strategies. You and your family have unique dreams and goals, and you deserve a financial plan that’s tailored to you.
If you think we may be the right firm for you, contact us online, email us at info@ComprehensiveAdvisor.com, or call (760) 813-2125.
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, 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. 3404927 – 10/25
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