financial planner san diego scripps ranch

Contact Me

Physical Location
San Diego, CA
Virtual Office

Phone
619-567-9306 x2

Email
alicia@planningwithinreach.com


Alicia Butera, Financial Planner, CFP®

My entrance into the industry began In high school. My best friend loved shoes and she 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 identical to a pair she already had. I explained to her my observations and that day she decided not to buy them. I came home to tell my parents this story and they booked me an appointment with their financial planner.

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 been in the financial services industry since 2011 and have served 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 an active member of the National Association of Personal Financial Advisors (NAPFA) and 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.

I grew up in San Jose, the Silicon Valley, and moved to San Diego in 2009. I currently live in the community of Scripps Ranch and in my free time, I enjoy working out, playing with my adorable pup and hosting parties at my home.

I look forward to speaking with you.


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