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Our History & Services

Petix & Botte Financial was established in 1984 to help investors pursue all of their financial goals through a wide range of financial services. Incorporated in 1998, our independent firm is owned and operated by Vickie Petix and Paul Botte, who have provided financial advice for a combined 44 years to clients in the greater San Diego area and throughout the country. Our team of experienced financial professionals, located in our La Mesa, California office, is committed to providing you with an unparalleled experience in the delivery of a broad range of services, including:

  • Fee-based investment advisory services
  • Tactical asset management
  • Inventory of assets and liabilities
  • Selection and purchase of securities and investments
  • Retirement and college funding analysis
  • Life insurance evaluation and recommendations
  • Retirement plan selection and implementation
  • Traditional and Roth IRAs
  • IRA Rollovers
  • 401(k), 403(b), Keogh and Self-employed Retirement Plans
  • SEP IRAs/SIMPLE IRAs
  • Lump Sum Distributions
  • Estate planning and Trusts
  • Philanthropic Gifting/Charitable Trusts

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