Alicia Butera, CFP®

Planning Within Reach

BIO
I joined Planning Within Reach February 2017 as a Financial Planner. Previously I worked for a financial services tech start-up and a boutique wealth management firm serving high net worth individuals. I have seven years of experience in the financial services industry.

I enjoy teaching clients about their finances to help them gain a better understanding of what they have and where they are going. I work with young professionals, individuals, and families and help them reach their financial goals with the resources they have. I firmly believe that fee-only financial planning is the best option for unbiased financial advice and counseling.

I graduated from San Diego State University (SDSU) with a Bachelor of Science in Business Administration, specialization in Financial Services. I am an active member of the San Diego Financial Planning Association (FPA), NAPFA and the San Diego Financial Financial Advisors Network. I am licensed to use the CERTIFIED FINANCIAL PLANNER™ and CFP® marks by the Certified Financial Planner Board of Standards.

I look forward to speaking with you.

Website
http://www.planningwithinreach.com/

Phone
619-567-9306

Address
Virtual, No Office Location

If you are looking for more information about us or our services and want to know if we would be a good fit to work together, click here to schedule a free 15-minute phone call with me, at a time that is convenient for you. We will discuss your needs and plan the next step in providing a comfortable and assured financial future for you and your family.