Alicia Butera, CFP®
Planning Within Reach
Planning Within Reach has expertise serving San Diego County residents for over 10 years with their financial planning, tax preparation and investment management needs.
We have expertise working with San Diego school teachers, Military members (Navy specialty) and employees of Apple, Qualcomm, Intuit, General Atomics, Hewlett Packard and many others.
We work with individuals and families across all wealth spectrums. From young professionals, to families with young children and those preparing to retire - we help our clients create a financial roadmap where they will plant, grow and harvest a healthy financial life. Our fees are always transparent and we don’t sell anything but our advice.
I enjoy teaching my clients about their finances. I want to help them gain a better understanding of what they have and where they are going. I strive to provide all my clients with a non-judgemental and empowering environment to discuss their money goals and the financial questions they have. My goal for all of my clients is for them to leave feeling more educated, knowledgeable, and in charge of their own financial life.
My favorite part of being in this industry is that I get to help people every day understand something that is so complicated yet so important.
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.