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Meet the 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.

Financial Planners

Paul W. Botte, CFP®

Financial Planner

(619) 698-6500

[email protected]

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. As an investment adviser representative of Petix &...

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Vickie Petix, CFP®, EA

Financial Planner

(619) 698-6500

[email protected]

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 trusting, long-term relationships, she assists...

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Andrew Williams, CFP®, EA

Financial Planner

(619) 698-6500

[email protected]

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...
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Administrative Team

Allison Burdick, EA

Operations Manager

(619) 698-6500

[email protected]

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...

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Ashley Lawver

Director of Client Relations

(619) 698-6500

[email protected]

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...

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Ermeca Richardson

Client Services Assistant

(619) 698-6500

(619) 698-6502

[email protected]

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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Theresa Franklin

Client Services Assistant

(619) 698-6500

[email protected]

Theresa joined the firm in 2019 as Client Services Assistant. She has four years of experience in the financial services industry and seven years’ experience in the banking industry. In 2008, she graduated Cal State San Marcos...

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Angela Goldstein

Administrative Assistant

(619) 698-6500

[email protected]

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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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.

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