Comprehensive Advisor

Identity

Name
Comprehensive Advisor
Formatted address
2011 Palomar Airport Rd #302, Carlsbad, CA 92011, USA
Phone
(760) 813-2125
Website
https://comprehensiveadvisor.com/
Primary category
Consultant
Hours
Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Map reference
https://maps.google.com/?cid=8890902444870209364&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA

Attribute Matrix

AttributeValueSourcesLatest source dateFreshnessCitations
service_delivery_model not-established 1 fresh
  • yelp.com https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA aggregated

Self-Claims

Firm Stated Facts

  • categorized_as: Financial Advisor
  • client_specializations: individuals and families who seek successful retirement planning
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
  • client_specializations: individuals and families who seek successful retirement planning
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
  • client_specializations: pre-retirees, retirees
  • client_specializations: successful individuals looking for guidance on ways to help maximize their long-term finances
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
  • professional_certifications: CFP
  • regulatory_registration: Registered Investment Advisor
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
  • regulatory_registration: Registered Investment Advisor
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
  • services_offered: estate planning
  • services_offered: estate-planning
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
  • services_offered: investment advisory services
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
  • services_offered: investment advisory services
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
  • services_offered: investment advisory services
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
  • services_offered: investment management
  • services_offered: retirement income planning, investment portfolio management, tax planning, health care planning, legacy planning
  • services_offered: retirement income planning
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ self-published
  • services_offered: retirement income planning
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
  • services_offered: retirement income planning
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ self-published
  • services_offered: retirement income planning
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
  • services_offered: retirement income planning
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
  • services_offered: retirement income planning
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
  • services_offered: retirement planning, investment management
  • services_offered: retirement planning
  • services_offered: tax planning
  • services_offered: wealth management
  • years_in_practice: nearly two decades of industry experience
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
  • years_in_practice: nearly two decades of industry experience
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
  • years_in_practice: nearly two decades
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
  • years_in_practice: nearly two decades
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
  • years_in_practice: nearly two decades
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ self-published
  • years_in_practice: nearly two decades
    • comprehensiveadvisor.com https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ self-published

Performance Claims

No performance claims are currently recorded.

Themed Claims

No themed claims are currently recorded.

Claim Ledger

Predicate or attributeValueSource URLSource dateVerdictCitation
categorized_as Roofing Contractors https://www.bbb.org/us/ca/china-lake/profile/roofing-contractors/t-u-roofing-1126-850102917 kept
  • bbb.org https://www.bbb.org/us/ca/china-lake/profile/roofing-contractors/t-u-roofing-1126-850102917 aggregated
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.bbb.org/us/ca/china-lake/profile/roofing-contractors/t-u-roofing-1126-850102917 kept
  • bbb.org https://www.bbb.org/us/ca/china-lake/profile/roofing-contractors/t-u-roofing-1126-850102917 aggregated
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.yelp.com/biz/rogers-neighborhood-plumbing-oceanside-2 kept
  • yelp.com https://www.yelp.com/biz/rogers-neighborhood-plumbing-oceanside-2 aggregated
services_offered retirement income planning https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ self-published
founded_by a6dc222d-7fe0-409c-a8e7-d518f81fa6f5 https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ self-published
years_in_practice nearly two decades https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ self-published
services_offered wealth management https://comprehensiveadvisor.com/client-login/ kept
client_specializations individuals and families who seek successful retirement planning https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
services_offered investment advisory services https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
years_in_practice nearly two decades https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
founded_by a6dc222d-7fe0-409c-a8e7-d518f81fa6f5 https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
services_offered retirement income planning https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
services_offered estate-planning https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
years_in_practice nearly two decades https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
client_specializations individuals and families who seek successful retirement planning https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
founded_by a6dc222d-7fe0-409c-a8e7-d518f81fa6f5 https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
services_offered retirement income planning https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
regulatory_registration Registered Investment Advisor https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
services_offered investment advisory services https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
services_offered retirement income planning https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ self-published
founded_by a6dc222d-7fe0-409c-a8e7-d518f81fa6f5 https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ self-published
years_in_practice nearly two decades https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ self-published
founded_by a6dc222d-7fe0-409c-a8e7-d518f81fa6f5 https://comprehensiveadvisor.com/worried-about-your-financial-plan/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
years_in_practice nearly two decades of industry experience https://comprehensiveadvisor.com/worried-about-your-financial-plan/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
services_offered investment advisory services https://comprehensiveadvisor.com/worried-about-your-financial-plan/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://comprehensiveadvisor.com/worried-about-your-financial-plan/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
services_offered retirement income planning https://comprehensiveadvisor.com/worried-about-your-financial-plan/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
years_in_practice nearly two decades of industry experience https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
services_offered retirement income planning https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
founded_by a6dc222d-7fe0-409c-a8e7-d518f81fa6f5 https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
client_specializations successful individuals looking for guidance on ways to help maximize their long-term finances https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
regulatory_registration Registered Investment Advisor https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ kept
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
categorized_as Insurance https://www.yelp.com/search?cflt=financialadvising&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?cflt=financialadvising&find_loc=Carlsbad,+CA aggregated
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://www.yelp.com/search?cflt=financialadvising&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?cflt=financialadvising&find_loc=Carlsbad,+CA aggregated
categorized_as Investing https://www.yelp.com/search?cflt=financialadvising&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?cflt=financialadvising&find_loc=Carlsbad,+CA aggregated
categorized_as Financial Advising https://www.yelp.com/search?cflt=financialadvising&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?cflt=financialadvising&find_loc=Carlsbad,+CA aggregated
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA aggregated
service_delivery_model hybrid https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA aggregated
categorized_as Financial Advising https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA aggregated
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=Carlsbad,+CA aggregated
services_offered financial planning https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=Carlsbad,+CA aggregated
categorized_as Investing https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=Carlsbad,+CA aggregated
categorized_as Insurance https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=Carlsbad,+CA aggregated
categorized_as Financial Advising https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Certified+Financial+Planners&find_loc=Carlsbad,+CA aggregated
categorized_as Investing https://www.yelp.com/search?find_desc=Fiduciary+Financial+Advisor&find_loc=Carlsbad%2C+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Fiduciary+Financial+Advisor&find_loc=Carlsbad%2C+CA aggregated
service_delivery_model hybrid https://www.yelp.com/search?find_desc=Fiduciary+Financial+Advisor&find_loc=Carlsbad%2C+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Fiduciary+Financial+Advisor&find_loc=Carlsbad%2C+CA aggregated
categorized_as Insurance https://www.yelp.com/search?find_desc=Fiduciary+Financial+Advisor&find_loc=Carlsbad%2C+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Fiduciary+Financial+Advisor&find_loc=Carlsbad%2C+CA aggregated
categorized_as Financial Advising https://www.yelp.com/search?find_desc=Fiduciary+Financial+Advisor&find_loc=Carlsbad%2C+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Fiduciary+Financial+Advisor&find_loc=Carlsbad%2C+CA aggregated
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://www.yelp.com/search?find_desc=Fiduciary+Financial+Advisor&find_loc=Carlsbad%2C+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Fiduciary+Financial+Advisor&find_loc=Carlsbad%2C+CA aggregated
categorized_as Insurance https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=Carlsbad,+CA aggregated
categorized_as Investing https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=Carlsbad,+CA aggregated
categorized_as Financial Advising https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=Carlsbad,+CA aggregated
service_delivery_model virtual consultation https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Financial+Planning&find_loc=Carlsbad,+CA aggregated
categorized_as Financial Advising https://www.yelp.com/search?find_desc=Investment+Advisor&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Investment+Advisor&find_loc=Carlsbad,+CA aggregated
categorized_as Insurance https://www.yelp.com/search?find_desc=Investment+Advisor&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Investment+Advisor&find_loc=Carlsbad,+CA aggregated
service_delivery_model virtual consultation https://www.yelp.com/search?find_desc=Investment+Advisor&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Investment+Advisor&find_loc=Carlsbad,+CA aggregated
categorized_as Investing https://www.yelp.com/search?find_desc=Investment+Advisor&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Investment+Advisor&find_loc=Carlsbad,+CA aggregated
founded_by a6dc222d-7fe0-409c-a8e7-d518f81fa6f5 https://www.yelp.com/search?find_desc=Td&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Td&find_loc=Carlsbad,+CA aggregated
service_delivery_model hybrid https://www.yelp.com/search?find_desc=Td&find_loc=Carlsbad,+CA kept
  • yelp.com https://www.yelp.com/search?find_desc=Td&find_loc=Carlsbad,+CA aggregated
services_offered retirement planning https://comprehensiveadvisor.com/financial-services/ kept
services_offered tax planning https://comprehensiveadvisor.com/financial-services/ kept
services_offered investment management https://comprehensiveadvisor.com/financial-services/ kept
services_offered estate planning https://comprehensiveadvisor.com/financial-services/ kept
client_specializations pre-retirees, retirees https://comprehensiveadvisor.com/our-team/ kept
services_offered retirement income planning, investment portfolio management, tax planning, health care planning, legacy planning https://comprehensiveadvisor.com/our-team/ kept
professional_certifications CFP https://comprehensiveadvisor.com/our-team/ kept
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://nextdoor.com/pages/comprehensive-advisor-carlsbad-ca/ json_ld_parsed
  • nextdoor.com https://nextdoor.com/pages/comprehensive-advisor-carlsbad-ca/ aggregated
categorized_as LocalBusiness https://nextdoor.com/pages/comprehensive-advisor-carlsbad-ca/ json_ld_parsed
  • nextdoor.com https://nextdoor.com/pages/comprehensive-advisor-carlsbad-ca/ aggregated
categorized_as Financial advisor https://nextdoor.com/pages/comprehensive-advisor-carlsbad-ca/ kept
  • nextdoor.com https://nextdoor.com/pages/comprehensive-advisor-carlsbad-ca/ aggregated
services_offered Retirement Planning, Estate Planning, Investment Management, Life Insurance, Long Term Care https://nextdoor.com/pages/comprehensive-advisor-carlsbad-ca/ kept
  • nextdoor.com https://nextdoor.com/pages/comprehensive-advisor-carlsbad-ca/ aggregated
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://nextdoor.com/pages/comprehensive-advisor-carlsbad-ca/ kept
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located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://www.yelp.com/biz/comprehensive-advisor-carlsbad kept
  • yelp.com https://www.yelp.com/biz/comprehensive-advisor-carlsbad aggregated
founded_by a6dc222d-7fe0-409c-a8e7-d518f81fa6f5 https://www.yelp.com/biz/comprehensive-advisor-carlsbad kept
  • yelp.com https://www.yelp.com/biz/comprehensive-advisor-carlsbad aggregated
services_offered retirement planning, investment management https://comprehensiveadvisor.com/ kept
categorized_as Financial Advisor https://comprehensiveadvisor.com/ kept
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://comprehensiveadvisor.com/ kept
regulatory_registration Registered Investment Advisor https://leadiq.com/c/comprehensive-advisor/5a1dc0962300005900c0da1b kept
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categorized_as Financial Services https://leadiq.com/c/comprehensive-advisor/5a1dc0962300005900c0da1b kept
  • leadiq.com https://leadiq.com/c/comprehensive-advisor/5a1dc0962300005900c0da1b independent
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://leadiq.com/c/comprehensive-advisor/5a1dc0962300005900c0da1b kept
  • leadiq.com https://leadiq.com/c/comprehensive-advisor/5a1dc0962300005900c0da1b independent
established_in 40e96398-6c99-4ecf-b5b0-55810b6c401c https://leadiq.com/c/comprehensive-advisor/5a1dc0962300005900c0da1b json_ld_parsed
  • leadiq.com https://leadiq.com/c/comprehensive-advisor/5a1dc0962300005900c0da1b independent
recommended_for those who are dedicated to the academic advising profession https://www.amazon.com/Comprehensive-Advisor-Training-Development-Practices/dp/1642672858 kept
  • amazon.com https://www.amazon.com/Comprehensive-Advisor-Training-Development-Practices/dp/1642672858 independent
recommended_for senior-level administrators, directors, primary role advisors, and faculty advisors https://www.amazon.com/Comprehensive-Advisor-Training-Development-Practices/dp/1642672858 kept
  • amazon.com https://www.amazon.com/Comprehensive-Advisor-Training-Development-Practices/dp/1642672858 independent
services_offered Advisory services https://www.instagram.com/ca_advisor/ kept
  • instagram.com https://www.instagram.com/ca_advisor/ independent
regulatory_registration CA Insurance Lic. #0C68886 https://www.instagram.com/ca_advisor/ kept
  • instagram.com https://www.instagram.com/ca_advisor/ independent
services_offered Retirement Planning, Legacy Planning, Investment Management, Life Insurance and Long Term Care https://www.linkedin.com/company/comprehensive-advisor kept
  • linkedin.com https://www.linkedin.com/company/comprehensive-advisor independent
years_in_practice over a decade https://www.linkedin.com/company/comprehensive-advisor kept
  • linkedin.com https://www.linkedin.com/company/comprehensive-advisor independent
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://www.linkedin.com/company/comprehensive-advisor kept
  • linkedin.com https://www.linkedin.com/company/comprehensive-advisor independent
established_in 40e96398-6c99-4ecf-b5b0-55810b6c401c https://www.linkedin.com/company/comprehensive-advisor kept
  • linkedin.com https://www.linkedin.com/company/comprehensive-advisor independent
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://www.linkedin.com/company/comprehensive-advisor json_ld_parsed
  • linkedin.com https://www.linkedin.com/company/comprehensive-advisor independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.linkedin.com/company/comprehensive-advisor json_ld_parsed
  • linkedin.com https://www.linkedin.com/company/comprehensive-advisor independent
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://www.mapquest.com/us/california/comprehensive-advisor-304268902 kept
  • mapquest.com https://www.mapquest.com/us/california/comprehensive-advisor-304268902 independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.mapquest.com/us/california/comprehensive-advisor-304268902 json_ld_parsed
  • mapquest.com https://www.mapquest.com/us/california/comprehensive-advisor-304268902 independent
categorized_as LocalBusiness https://www.mapquest.com/us/california/comprehensive-advisor-304268902 json_ld_parsed
  • mapquest.com https://www.mapquest.com/us/california/comprehensive-advisor-304268902 independent
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://www.mapquest.com/us/california/comprehensive-advisor-304268902 json_ld_parsed
  • mapquest.com https://www.mapquest.com/us/california/comprehensive-advisor-304268902 independent
services_offered Retirement Planning (specifically Social Security & Income Planning), Estate Planning, Investment Management, Life Insurance and Long Term Care. https://www.mapquest.com/us/california/comprehensive-advisor-304268902 kept
  • mapquest.com https://www.mapquest.com/us/california/comprehensive-advisor-304268902 independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.orangebook.com/biz/4498/comprehensive-advisor json_ld_parsed
  • orangebook.com https://www.orangebook.com/biz/4498/comprehensive-advisor independent
categorized_as LocalBusiness https://www.orangebook.com/biz/4498/comprehensive-advisor json_ld_parsed
  • orangebook.com https://www.orangebook.com/biz/4498/comprehensive-advisor independent
services_offered investment advisory services, retirement planning, wealth management, income planning, asset protection https://www.orangebook.com/biz/4498/comprehensive-advisor kept
  • orangebook.com https://www.orangebook.com/biz/4498/comprehensive-advisor independent
categorized_as Financial Planning Consultants https://www.orangebook.com/biz/4498/comprehensive-advisor kept
  • orangebook.com https://www.orangebook.com/biz/4498/comprehensive-advisor independent
client_specializations individuals and families who seek successful retirement planning https://www.orangebook.com/biz/4498/comprehensive-advisor kept
  • orangebook.com https://www.orangebook.com/biz/4498/comprehensive-advisor independent
years_in_practice over three decades https://www.orangebook.com/biz/4498/comprehensive-advisor kept
  • orangebook.com https://www.orangebook.com/biz/4498/comprehensive-advisor independent
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://www.orangebook.com/biz/4498/comprehensive-advisor kept
  • orangebook.com https://www.orangebook.com/biz/4498/comprehensive-advisor independent
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://www.orangebook.com/biz/4498/comprehensive-advisor json_ld_parsed
  • orangebook.com https://www.orangebook.com/biz/4498/comprehensive-advisor independent
categorized_as financial advisory firm https://www.zoominfo.com/c/comprehensive-advisor/358927309 kept
  • zoominfo.com https://www.zoominfo.com/c/comprehensive-advisor/358927309 independent
services_offered retirement planning, investment management https://www.zoominfo.com/c/comprehensive-advisor/358927309 kept
  • zoominfo.com https://www.zoominfo.com/c/comprehensive-advisor/358927309 independent
located_in 81e5dd34-92c4-406f-b781-013d9fd13002 https://www.zoominfo.com/c/comprehensive-advisor/358927309 kept
  • zoominfo.com https://www.zoominfo.com/c/comprehensive-advisor/358927309 independent

Credentials

What We Do Not Know

Methodology

Source count
2
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/client-login/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/financial-services/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/our-team/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
  • yelp.com https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA aggregated
Data refreshed
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/client-login/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/financial-services/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/our-team/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
  • yelp.com https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA aggregated
Source classes
aggregator (aggregated), business_website (self-published)
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/client-login/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/financial-services/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/our-team/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
  • yelp.com https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA aggregated
Synthesis run at
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/client-login/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/estate-planning-at-every-stage-of-life/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/financial-services/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/inheriting-wealth-a-practical-guide-to-savvy-financial-moves/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/insurance-essentials-what-you-need-from-college-to-retirement/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/our-team/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/top-benefits-of-having-an-independent-financial-advisor-on-your-financial-journey/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/worried-about-your-financial-plan/ self-published
  • comprehensiveadvisor.com https://comprehensiveadvisor.com/your-loved-ones-deserve-guidance-were-here-to-help/ self-published
  • yelp.com https://www.yelp.com/search?cflt=investing&find_loc=Carlsbad,+CA aggregated