MEET THE TEAM
The team behind Comprehensive Advisor is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Brett Gottlieb
Financial Advisor, Founder
Brett's common-sense approach to advising provides clients with a retirement roadmap that helps ensure they receive the income and protection they need in retirement.
Brett began his career working in employee benefits consulting, where he specialized in building retirement plans for the employees of larger corporations. He then took this experience to the individual planning arena and now helps pre-retirees and retirees with retirement income planning (including Social Security maximization), investment portfolio management, tax planning, health care planning (including life insurance and long-term care insurance) and legacy planning.
Brett's nearly 20 years of experience and total dedication to the unique goals of his clients allow him not only to serve as a financial advisor, but also as a financial guide.
Brett has bachelor's degrees in business administration and economics from California State
University-Chico. He has passed the Series 65 securities exam and is an independently licensed life insurance agent. Brett's financial custodian for all client assets is TD Ameritrade, one of the largest and most respected firms in the business. This relationship allows his clients access to the best olatform and research capabilities in the industry.
Brett resides in San Elijo Hills, California, with his wife, two daughters and son. Away from the office, Brett enjoys spending time outdoors in the beautiful California weather.
CA Insurance Lic. #0C68886
John McKean, CFP®
Financial Advisor
As an advisor, John strives to make a positive difference in the lives of his clients and their families by building long-lasting relationships.
John began his career trading mortgage-backed securities for a prominent mortgage banking firm. As a self-proclaimed “market geek,” he thrived from constantly watching market fluctuations and making critical decisions that directly impacted the firm and his clients. He found immense satisfaction from aligning his clients’ accounts with the best strategies and solutions for their individual situations. Now, as an advisor working with individuals and families, he blends that same attention to detail and technical knowledge with a personal commitment to helping his clients succeed.
John has passed the Series 66 securities exam and holds a life insurance license in the state of California.
John is a Southern California native and currently resides in North County with his wife, daughter and son.
CA Insurance Lic. #0K37445.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Eric Brelsford
Strategic Planning Advisor
Brice Murphy
Client Servicing Advisor
Hector Monroy
Client Servicing Advisor
Serena Akinaga
Operations and Marketing Manager
Sarah Siciliano
Director of First Impressions
Caitlin McCreary
Account Services Lead
Melinda Zermeno
Planning Support Specialist
Caroline McCreary
Project Manager
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a visit today or register to attend a live informational event.
