Brett Gottlieb
Brett Gottlieb Financial Advisor & Founder Brett has been in the financial services industry for over 15 years. He graduated from California State University, Chico with a BA in Business Administration and a BS in Economics. He currently holds the Series 65 securities license and is also independently licensed in life and health insurance in all 50 states. Brett has been a Registered Representative with various Broker/Dealers in the past and currently offers advisory services through Legacy Road LLC, a Registered Investment Advisor, allowing Brett to act in a fiduciary capacity, the highest…
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