Brett Gottlieb
Financial Advisor & 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 & 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.
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