Vickie Petix, CFP®, BFA™, EA

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 trusting, long-term relationships, she assists clients in making smart financial decisions. Vickie believes that serving clients using a fiduciary standard of care is both deeply rewarding and fulfilling. Her personal philosophy and standards for client care and guidance are fully aligned with the strict guidelines she adheres to as a CFP® professional, demonstrating a high degree of integrity, compassion and objectivity in helping clients pursue their financial goals.

In 2020, Vickie earned her Behavioral Financial Advisor (BFA™) credential.  The emerging BFA™ field recognizes that saving and investing behavior accounts for the lion’s share (87%) of portfolio growth.  The other 13% of portfolio growth is market timing, asset allocation and investment selection.  The Behavioral Financial Advisor™ credential equips Vickie with a systematic and sophisticated approach to help clients manage their emotions and their decision making and investing behavior so that she can better assist them in staying on track with financial goals.

Vickie is an investment adviser representative of Petix & Botte Financial which is registered with the SEC. She holds a California Life and Disability Insurance sales license and is recognized by the Internal Revenue Service as an Enrolled Agent. 

A native of San Diego, California, Vickie holds a degree in accounting from the University of San Diego. Vickie enjoys cooking, hiking, and playing golf.  Her favorite activity is spending time with her husband, Rand, and their three kids Ryan, Isabella and Aaron.   

CA Insurance Lic. #0B09351