Comprehensive Advisor Information
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Comprehensive Advisor
Summary
At Comprehensive Advisor our mission is to help improve your life by providing caring knowledgeable financial advice and individualized solutions that align with your lifetime goals and aspirations.
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Life Insurance (Term, Whole, Universal), Investments (Stocks, Bonds, ETF's, Mutual Funds), Employee Benefits (Medical, Dental, Vision), Legacy Planning
Founded
2011
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Organization Website
Social Links
Phone Number
+1 760-813-2125
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Comprehensive Advisor shows a diverse range of experience levels:
11% have been with the company for less than 1 year22% for 1–2 years22% for 3–4 years11% for 8–10 years33% have over 11 years of service at Comprehensive AdvisorEx-employees positions
In Company
In New Company
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Comprehensive Advisor
Hector Monroy
Servicing Advisor
Serena Akinaga
Operations & Marketing Manager
John McKean
Financial Advisor
Eric Brelsford
Financial Advisor
Brett Gottlieb
Financial Advisor & Founder
Melinda Zermeno
Planning Support & New Business Lead
Amanda Glennon
Strategic Financial Advisor
Christopher Caudle
Planning Support Specialist
Julia Donnelly
New Business Specialist
Scott Pyle
Managing Partner
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FAQ
Comprehensive Advisor operates in the Financial Services industries. More details can be found on the official website: comprehensiveadvisor.com.
The headquarters of Comprehensive Advisor are located in Carlsbad, United States.
You can contact Comprehensive Advisor by phone at +1 760-813-2125.
Comprehensive Advisor currently employs 1-10 people.
