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 stress and worries about finances so his clients can sleep at night.
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® designation by the College for Financial Planning in September 1986. In addition, he holds a California Life and Disability Insurance sales license.
Born in San Diego, California, Paul places great importance on giving back to the community. He is a past member of the YMCA of San Diego County Gift Planned Advisory Council, past board member of the Foundation for Grossmont & Cuyamaca colleges, past board member of the La Mesa Chamber of Commerce, past board member of La Mesa Kiwanis, past president of Toastmasters Club, past board member of East County YMCA, and past member of the Grossmont Cuyamaca Community College District Citizens Bond Oversight Committee.
Paul is married to his high school sweetheart, Mary. They have three children, Tori, Christina, and Nick and one grandchild Rilee Grace. Besides enjoying various activities with his children and granddaughter, Paul’s hobbies include backpacking, wine, cooking, and gardening.
CA Insurance Lic. #0678001