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 & Botte Financial which is registered with the SEC*, Paul believes in holistic financial planning, and he provides this by analyzing all aspects of a client’s financial life. He is committed to developing long-term, trustworthy relationships with his clients and seeks to provide service that will exceed their expectations every day. Paul strives to reduce his clients’ stress and financial worries.
He obtained a B.S. degree in Finance from San Diego State University and began his financial services career in the corporate accounting department of a national real estate development company. In December 1984, he completed the CERTIFIED FINANCIAL PLANNER® course work and examination series. Following two years of experience, he was awarded the CFP® certification by the College for Financial Planning**.
Born in San Diego, California, Paul places great importance on giving back to the community. He is a board member and secretary of The Home of Guiding Hands and a weekly volunteer with his wife at Good Shepherd Food Pantry in El Cajon, where he also volunteers as gardener.
Paul is married to his high school sweetheart, Mary. They have three children and three grandchildren. Besides enjoying various activities with his family, Paul’s hobbies include gardening, cooking, and beekeeping with his daughter.
*Registration with the SEC does not imply a certain level of skill or training.
**Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
