Comprehensive Advisor Information
Contact top employees from
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.
Organization Website | comprehensiveadvisor.com |
Social Links |   |
Phone Number | +1 760-813-2125 |
Industries | |
Headquarters Location | 2011 Palomar Airport Road, Carlsbad, CA, 92011 US |
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 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Comprehensive Advisor shows a diverse range of experience levels:
9% have been with the company for less than 1 year18% for 1–2 years27% for 3–4 years27% for 8–10 years18% have over 11 years of service at Comprehensive AdvisorContact top employees from
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
Sarah Siciliano
Client Experience Specialist
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FAQ
Comprehensive Advisor operates in the Finance 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.
Data Privacy
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SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
