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.
Her approach to financial guidance seeks to educate first, which she believes results in clearer, more confident financial decisions on the part of her clients. Vickie also feels it is important to attend financial education workshops, seminars and conferences that enable her to stay on top of trends, new strategies and the regulatory environment for the benefit of her clients.
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. She has a strong belief in giving back to the community. During her college years, she worked for the Boys and Girls Clubs of East County. After getting started in business, Vickie took on a position with the Boys and Girls Clubs of East County’s Board of Directors. She has served in several officer positions for that board, including President from 2005 to 2007. Vickie is also a previous member of the Financial Planning Association.
Vickie and her husband Rand have three children, Ryan, Isabella, and Aaron. She is very involved in her children’s lives and activities, and believes that seeking balance between work and family life enables her to be truly present for family and friends, as well as for her clients. She is an avid golfer, and also enjoys cooking with family and friends.
CA Insurance Lic. #0B09351