Brett Gottlieb's guest appearances

Brett Gottlieb

SharkPreneur

Unlock Your Wealth Today Starring Heather Wagenhals

Unlock Your Wealth Today

Herrick Does That

Bryan Mattimore

Steve Forbes

Chris Kimball

Chris Miles

Ricky Shetty

Joe Vitale

Christy Whitman

Mitch Stephen

Mark Kenney

Brian Johnson

Michael Hyatt

Rob Hoffman

Mark Pattison

Jason Hartman

Diane Gardner

OwlTail

Chair of Herrick’s Land Use &amp; Zoning Group, Mitchell Korbey, sits down with Herrick’s new special counsel, Brett Gottlieb, to discuss Brett’s arrival at Herrick, his specialized practice and some of the hot topics his clients are focused on in 2021. Music by Michelangelo Sosnowitz

Chair of Herrick’s <a href="https://www.herrick.com/land-use-zoning/" rel="nofollow" target="_blank">Land Use &amp; Zoning Group</a>, <a href="https://www.herrick.com/mitchell-a-korbey/" rel="nofollow" target="_blank">Mitchell Korbey</a>, sits down with Herrick’s new special counsel, <a href="https://www.herrick.com/brett-j-gottlieb/" rel="nofollow" target="_blank">Brett Gottlieb</a>, to discuss Brett’s arrival at Herrick, his specialized practice and some of the hot topics his clients are focused on in 2021. Music by Michelangelo Sosnowitz

Herrick Welcomes Brett Gottlieb with his focus on 421-a, ICAP & FRESH

Brett GottliebFinancial Advisor &amp; Founder Brett has been in the financial services industry for over 15 years. He graduated from California State University, Chico with a BA in Business Administration and a BS in Economics. He currently holds the Series 65 securities license and is also independently licensed in life and health insurance in all 50 states. Brett has been a Registered Representative with various Broker/Dealers in the past and currently offers advisory services through Legacy Road LLC, a Registered Investment Advisor, allowing Brett to act in a fiduciary capacity, the highest standard of care, with his clients. Brett is financial custodian for all client assets is Charles Schwab, one of the largest and most respected firms in the business. He knows that this relationship allows his client’s access to the best platform in the industry and some of the top research capabilities available. 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 expertise to the individual planning arena and now helps pre-retirees and retirees with retirement income planning, estate planning, investment portfolio construction, Social Security maximization, life insurance, and Long Term Care Insurance. Brett is passionate about educating his clients on retirement income planning. He takes a common sense approach to this process and works with clients to create a retirement roadmap that helps ensure his clients receive the income they need in retirement while protecting their assets. He understands that each client has specific goals when preparing for retirement, but in most cases the underlying theme is to provide asset protection first &amp; foremost, provide income for today and in their future, and if possible to deliver above average returns with reasonable risk. They want to know that their advisor will pay close attention to their portfolios, so they can focus on work or enjoying retirement. Brett resides in San Elijo Hills, CA with his wife, daughter and son.   Seth Greene is a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee.  To Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Conference Call go to http://www.UltimateMarketingMagician.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Brett Gottlieb Financial Advisor &amp; Founder Brett has been in the financial services industry for over 15 years. He graduated from California State University, Chico with a BA in Business Administration and a BS in Economics. He currently holds the Series 65 securities license and is also independently licensed in life and health insurance in all 50 states. Brett has been a Registered Representative with various Broker/Dealers in the past and currently offers advisory services through Legacy Road LLC, a Registered Investment Advisor, allowing Brett to act in a fiduciary capacity, the highest standard of care, with his clients. Brett is financial custodian for all client assets is Charles Schwab, one of the largest and most respected firms in the business. He knows that this relationship allows his client’s access to the best platform in the industry and some of the top research capabilities available. 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 expertise to the individual planning arena and now helps pre-retirees and retirees with retirement income planning, estate planning, investment portfolio construction, Social Security maximization, life insurance, and Long Term Care Insurance. Brett is passionate about educating his clients on retirement income planning. He takes a common sense approach to this process and works with clients to create a retirement roadmap that helps ensure his clients receive the income they need in retirement while protecting their assets. He understands that each client has specific goals when preparing for retirement, but in most cases the underlying theme is to provide asset protection first &amp; foremost, provide income for today and in their future, and if possible to deliver above average returns with reasonable risk. They want to know that their advisor will pay close attention to their portfolios, so they can focus on work or enjoying retirement. Brett resides in San Elijo Hills, CA with his wife, daughter and son. Seth Greene is a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee. To Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Conference Call go to <a href="http://www.UltimateMarketingMagician.com" rel="nofollow" target="_blank">http://www.UltimateMarketingMagician.com</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Brett Gottlieb, financial advisor and founder of Comprehensive Advisor, joins Heather Wagenhals, Executive Producer and host of UnlockYourWealthRadio.com to Season 19 Running with Scissors. Through a holistic approach, Brett builds strong relationships with his clients offering financial advice and assistance. Brett's areas of expertise include retirement planning, estate planning, investment portfolio construction, individual investment selection and life &amp; health insurance planning. Tune in to find out how you can protect your assets and grow value yourself as an estate planner."It's the pre-retired &amp; post-retired individual or family that is trying to either save more, grow more or protect their assets but don't have the time to do so themselves. They want to know that the advisor they work with will pay attention to their portfolios, so they can focus on work or enjoying retirement.” ~ Brett Gottlieb

Brett Gottlieb, financial advisor and founder of Comprehensive Advisor, joins Heather Wagenhals, Executive Producer and host of <a href="http://UnlockYourWealthRadio.com" rel="nofollow" target="_blank">UnlockYourWealthRadio.com</a> to Season 19 Running with Scissors. Through a holistic approach, Brett builds strong relationships with his clients offering financial advice and assistance. Brett's areas of expertise include retirement planning, estate planning, investment portfolio construction, individual investment selection and life &amp; health insurance planning. Tune in to find out how you can protect your assets and grow value yourself as an estate planner. "It's the pre-retired &amp; post-retired individual or family that is trying to either save more, grow more or protect their assets but don't have the time to do so themselves. They want to know that the advisor they work with will pay attention to their portfolios, so they can focus on work or enjoying retirement.” ~ Brett Gottlieb

Financial Advisor Brett Gottlieb Protects Your Money