Brett Gottlieb - Financial Advisor in

Brett Gottlieb - Financial Advisor

Critic · DISC type C
Financial Advisor at AE Wealth Management
📍 Carlsbad, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
21 Years
Current Role
Financial Advisor
Job Level
Leadership
Location
Carlsbad, California, United States
Personality Overview

How Brett shows up

Objective Thinker
Critic
Precise

It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Brett cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2019
Financial Advisor
AE Wealth Management
1-2011
Financial Advisor & Founder
Comprehensive Advisor
9-2004 - 12-2016
Chief Operations Officer & Founder
Official Quote Insurance Services, LLC
8-2008 - 12-2015
President & Founder
LiTaL, LLC
10-2010 - 4-2013
Vice President & Founder
Chelsea Taylor
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
Bachelor of Science
California State University, Chico
1995 - 1999
Bachelor of Arts
California State University, Chico
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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