Petix & Botte Financial

Petix & Botte Financial

Founded in 1984 and headquartered in La Mesa, California, the firm was shaped by Vickie Petix, who joined in 1988 and remains a lead financial planner. The team serves individuals, high-net-worth clients, and pension and profit-sharing plans, with services extending across retirement investing, estate conservation, and risk management. The firm’s process centers on the Family 360 Formula, a planning framework designed to unify investment, tax, and estate decisions. Service lines include portfolio management, pension consulting, and trust services, delivered through both advisory relationships and digital channels such as Guided Wealth Portfolios. The practice addresses college savings, early-retirement scenarios, and insurance adequacy for clients primarily in the United States. The La Mesa office houses four financial planners — Vickie Petix, Andrew Williams, Connor Buckley, and Paul Botte — each holding the CFP® designation. An operations and client-services team of six supports account administration and client onboarding. The firm operates from a single location at 7777 Alvarado Road. Petix & Botte’s architecture differs from an institutionally scaled RIA aggregator: it is an independently owned practice with a flat team of credentialed planners and no external capital partners. The firm’s advisory platform combines human-advised planning with a digital portfolio solution, which allows scaled delivery of personalized investment management without housing in-house asset-management manufacturing.