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

I work with individuals of any wealth with the goal of educating them on the financial questions they have so they feel confident making sounds money decisions. From debt management planning to full comprehensive financial plans, we provide each client with clarity on their financial situation and a digestible to-do list. Schedule a Free 15 minute Initial Call with me to learn more about the service PWR provides.

Additional Information

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.

Schedule a Free 15 minute Initial Call with me to learn more about the service PWR provides. I look forward to speaking with you.

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