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Team

At Petix & Botte Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Paul W. Botte is a CERTIFIED FINANCIAL PLANNER™ professional, providing investment and financial services to individuals and businesses in San Diego and nationwide since 1984.

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Vickie Petix is a CERTIFIED FINANCIAL PLANNER™ professional, providing investment and financial services to individuals and businesses in San Diego and nationwide since 1988.

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Andrew is a CERTIFIED FINANCIAL PLANNER™ professional, working with clients in all aspects of financial planning. Andrew specializes in WealthVisionâ„ , a financial planning tool used to advise clients on specific needs (continues...)

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Allison is the Operations Manager at Petix & Botte Financial. She joined the company in April 2013. She brings with her over five years experience in the tax and finance industry. Allison’s responsibilities include assisting the...

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Ermeca Richardson

Investment Coordinator

(619) 698-6500

(619) 698-6502

Ermeca joined Petix & Botte Financial in December 2013 as an Administrative Assistant, bringing with her six years of experience in the accounting industry, specializing in the tax field. After a year and half of hard and dedicated...

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Angela joined Petix & Botte Financial in July 2015, as an Administrative Assistant. She has over thirty years of experience as an Administrative Assistant, with the last thirteen years in the tax field. At Petix & Botte Financial, her...

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Ashley is responsible for maintaining client relations, database management, marketing collateral, web site management, public relations, and event coordination.

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Ryan Reichert

Administrative Assistant

(619) 698-6500

(619) 698-6502

Ryan has been an Administrative Assistant for Petix & Botte Financial since October 2015. Prior to becoming an Administrative Assistant, he has been a seasonal worker during tax season since 2013. In addition to working at Petix &...

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Mary Botte

Administrative Assistant

(619) 698-6500

Mary, Paul Botte’s wife, has helped Paul in his business in various capacities throughout his career. She serves as receptionist, assists clients, and completes other office duties such as filing.

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