Alicia Butera (CFP®)

Alicia Butera focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Alicia specializes in serving PWR's San Diego and Scripps Ranch Community clients. She also works with many Memphis teachers who are a part of the TCRS plan. Alicia works virtually and can work with clients who live anywhere in the US.

Alicia has experience working with individuals who have worked at Apple, Intuit, General Atomics, Hewlett Packard, and many Teachers. 

Alicia works with many young professionals, newlyweds, and couples. Most of Alicia's clients are age 30-50.

Schedule a Free 15 minute Initial Call with me to learn more about the service PWR provides and to receive a quote.

Additional Information

My entrance into the industry began In high school. My best friend was a shoe addict who regularly bought shoes she never wore. One day we were at the mall and she was going to buy another pair of shoes that looked the same as a pair she had at home. I couldn’t let her do it and I finally convinced her not to buy them. I came home to tell my mom this story and she booked me an appointment with my parent's financial planner to learn about what he did. 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.

I have seven years of experience in the financial services industry serving clients of all ages and levels of wealth. I graduated from San Diego State University (SDSU) with a Bachelor of Science in Business Administration, specialization in Financial Services.

I am also an active member of the San Diego Financial Advisors Network (SDFAN). I am licensed to use the CERTIFIED FINANCIAL PLANNER™ and CFP® marks by the Certified Financial Planner Board of Standards.

Schedule a Free 15 minute Initial Call with me to learn more about the service PWR provides and to get a quote.

NAPFA Start Date

March 15, 2017

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This Office

10755 Scripps Poway Pkwy, #377 San Diego, CA 92131 Phone: (619) 567-9306