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Comprehensive Advisor Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Comprehensive Advisor is an independent financial planning firm based in Carlsbad, California. It serves pre-retirees and retirees from diverse backgrounds, including corporate executives, business owners, athletes, and stay-at-home parents, offering an integrated approach to managing finances and risk. The firm has more than ten years of experience and emphasizes a lifelong planning process that evolves with clients’ circumstances while upholding confidentiality and high ethical standards.

Investment advisory services are provided through AE Wealth Management, while insurance products are offered by C.A. Financial & Insurance Services, enabling a comprehensive, single-plan experience. This structure supports an integrated plan that aligns investments and protections with clients’ lifetime goals.

Find Comprehensive Advisor employees' phone numbers or email addresses

Comprehensive Advisor Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Comprehensive Advisor's Leadership

  • Stylized image of a person
    A. G.
    Strategic Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. N.
    Event Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. P.
    Program Planning Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Client Experience Specialist
    Phone icon
    Mobile Phone

Comprehensive Advisor Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Program & Project Management

Contact profiles from Comprehensive Advisor

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G.
    Strategic Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 14, 2026
  • Stylized image of a person
    J. N.
    Event Coordinator
    Phone icon
    Mobile Phone
    United States
    Nov 19, 2024
  • Stylized image of a person
    V. P.
    Program Planning Specialist
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    S. S.
    Client Experience Specialist
    Phone icon
    Mobile Phone
    Jun 17, 2026

Frequently Asked Questions

What is Comprehensive Advisor known for?

Minus sign iconPlus sign iconComprehensive Advisor was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 2011 Palomar Airport Road Suite #302 Carlsbad, California 92011 United States; you can contact the main corporate office by phone at
+1-760-813-****
. Explore Comprehensive Advisor's company overview page for more information.

What is Comprehensive Advisor's most common email format?

Minus sign iconPlus sign iconComprehensive Advisor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Comprehensive Advisor email formats with LeadIQ.

How many employees does Comprehensive Advisor have currently?

Minus sign iconPlus sign iconComprehensive Advisor has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Comprehensive Advisor's key employees and leadership?

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As of June 2026, Comprehensive Advisor's key employees include:

  • Strategic Financial Advisor: A. G.
  • Event Coordinator: J. N.
  • Program Planning Specialist: V. P.
  • Client Experience Specialist: S. S.

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