Gottlieb Wealth Management provides the highest standards of professionalism in the fields of financial and retirement planning, and investment counsel, providing exceptional service with dedication, wisdom and integrity that exceeds expectations.
Feel free to contact our team in a manner that’s most convenient for you, and let us know how we can assist you. We appreciate your referrals and are happy to accommodate your requests.
2173 Salk Avenue, Suite 250
Carlsbad CA, 92008
Jeremy D. Gottlieb MBA, RFC® is a Registered Representative with and, Securities offered through LPL Financial, member of FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment advisor. Independent Financial Partners and Gottlieb Wealth Management are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
AK, AZ, CA, CO, FL, HI, IL, KY, MI, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WI
CA Insurance Lic # OF89922