Alicia Butera, CFP®

Planning Within Reach

BIO
I joined Planning Within Reach in February 2017 as a Financial Planner. Previously I worked for a
financial services tech start-up and a boutique wealth management firm. I have six 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 earners, individuals and families and help them reach
their financial goals with the resources they have. I strongly 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 in the San Diego
Financial Planning Association (FPA) and National Association of Personal Financial Advisors
(NAPFA). I am licensed to use the CERTIFIED FINANCIAL PLANNER™ and CFP® marks
by the Certified Financial Planner Board of Standards.

I grew up in the San Francisco Bay Area and moved to San Diego to attend SDSU. After college
I decided to stay here because I fell in love with the city of San Diego and have decided to make
this my "forever home". My boyfriend and I live in the Bankers Hill area and thoroughly enjoy the
ability to walk to Little Italy and Balboa Park in our free time. For fun, I enjoy working out, dog
sitting my friends furry pups and anything involving cheese and bread.

I look forward to meeting you.

Website
http://www.planningwithinreach.com/

Phone
619-567-9306

Address
4455 Murphy Canyon Road, Suite 207
San Diego, CA 92123