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 addressed similar issues and concerns, for people just like you. We can help you create an approach that is designed to address your individual situation.
Financial Planners
Andrew Williams, CFP®, EA
Financial Planner
Andrew Williams is a CERTIFIED FINANCIAL PLANNER™ professional, working with clients in all aspects of financial planning. Andrew believes that client success begins with a solid financial plan. Clients appreciate his ability to...
Vickie Petix, CFP®, BFA™, EA
Financial Planner
Vickie Petix is a CERTIFIED FINANCIAL PLANNER™ professional, providing investment and financial services to individuals and businesses in San Diego and nationwide since 1988. Through valued, long-term relationships, she assists...
Connor Buckley, CFP®, EA
Financial Planner
(619) 698-6502
Connor Buckley is a CERTIFIED FINANCIAL PLANNER™ professional, working with clients in all aspects of financial and retirement planning. He believes a solid client-planner relationship is fundamental to . . .
Paul W. Botte, CFP®
Financial Planner
Administrative Team
Allison Burdick, EA
Operations Manager
Allison is the Operations Manager at Petix & Botte Financial. She joined the company in April 2013, bringing with her over five years’ experience in the tax and finance industry. Allison’s responsibilities include assisting...
Theresa Newsham
Client Services Manager
(619) 698-6502
Theresa joined the firm in 2019 as Client Services Assistant and was promoted to Client Services Manager in 2021. As Client Services Manager, Theresa provides operational support to the financial planners. She supports the financial...
Matt Hershman
Client Services Assistant
619-698-6502
Matt joined Petix & Botte Financial in 2022 as a receptionist and was promoted to Client Services Assistant in 2023. He supports the financial planners when they open new accounts, update beneficiaries, and make client distributions....
Michelle Zink
Client Services Assistant
Michelle has 22 years of experience in the financial industry. She enjoys working with advisors and clients in her role as a Client Services Assistant. Michelle assists clients with online Account View, going paperless, filling out...
Maria Pardo Grado
Receptionist
619-698-6502
Ashley Lawver
Director of Client Relations
Ashley joined Petix & Botte Financial in September 2009. As Director of Client Relations, she plans and manages the company’s client communications, surveys, and events. She manages the client onboarding process as well as the...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.