Our History & Services

Petix & Botte Financial, a full-service wealth advisory firm, 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 50 years to clients in the greater San Diego area and throughout the country. In 2010, Andrew Williams joined the firm, working with clients in all aspects of financial planning. Our team of experienced financial professionals, located in our La Mesa, California office, is committed to providing you 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 design assistance and education
• Traditional and Roth IRAs
• IRA Rollover Services
• Tax-efficient strategies
• 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

Our broad range of financial planning services are enhanced by our relationships with experts in the fields of tax, insurance, law, real estate and mortgages. As your trusted advisor, we will lead your team of experts in providing you the advice you need to make smart financial decisions.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.