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Vickie Petix, CFP®, EA

Petix & Botte Financial

7777 Alvarado Rd
Ste 320
La Mesa, CA 91942
Phone: (619) 698-6500
Fax: (619) 698-6502

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.