# Petix & Botte Financial

Petix & Botte Financial is a Bank / Wealth / Trust based in La Mesa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** La Mesa, United States
- **Region:** North America
- **Address:** 7777 Alvarado Road, Suite 520, La Mesa, CA 91942
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** petixbotte.com
- **LinkedIn:** https://www.linkedin.com/company/petix-&-botte-financial

## Regulatory record

- **CRD number:** 170020
- **SEC file number:** 801-79597
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170020

## About

Petix & Botte Financial launched in 1984 and today operates from a single office in La Mesa, California, led by financial planners Vickie Petix and Paul W. Botte alongside CFP practitioners Andrew Williams and Connor Buckley. The team draws on its own Family 360 Formula, a unifying planning framework, to deliver tax-aware financial, retirement, and estate strategies to a client base that includes high-net-worth individuals and employer retirement plans. Strategy at the firm is anchored in comprehensive financial planning rather than product-specific distribution. Offerings span retirement-income modeling, risk-management analysis, estate conservation and pension consulting. The firm integrates digital advice through Guided Wealth Portfolios, a platform-powered service personalized for each account, while maintaining traditional advisory relationships. While Petix & Botte does not publicly name individual portfolio holdings, its FINRA-registered advisory services cover equities, fixed income, and liquid alternative sleeves for qualified clients. A team of nine, including four CFP-certified financial planners and an in-house operations group, runs the practice. Director of Client Relations Ashley Lawver joined in 2009 and manages onboarding and communications, while Operations Manager Allison Burdick — with the firm since 2013 — oversees back-office workflows. There are no disclosed private-fund vehicles, co-investment clubs, or dedicated institutional separate accounts. What distinguishes Petix & Botte from a standard planning practice is its dual service model: full-scope family-office-style planning for local high-net-worth families alongside regulated pension consulting for small and mid-sized employer plans. That dual mandate — combining individual wealth preservation with ERISA-aware plan advice under one SEC-registered roof — creates a governance architecture uncommon for a firm of its size.

## Sectors

- Wealth Management
- Financial Planning

## People

- Vickie Petix — Financial Planner
- Andrew Williams — Financial Planner
- Connor Buckley — Financial Planner
- Paul W. Botte — Financial Planner

## Questions

### Who runs investment and planning decisions at Petix & Botte Financial?

Vickie Petix, a CFP professional and Enrolled Agent, has led client-facing planning since 1988. She works alongside Paul W. Botte and two additional CFP practitioners, Andrew Williams and Connor Buckley, in a team-based model where each financial planner manages relationships and tailors advice directly. There is no separate chief investment officer; investment selection and planning are integrated into each planner’s practice.

### Does the firm manage proprietary fund products or rely on third-party managers?

Petix & Botte does not advertise proprietary mutual funds or group trusts. As a registered investment advisor, it constructs portfolios using third-party securities and packaged products, supplemented by the Guided Wealth Portfolios digital-advice platform. The firm’s value proposition centers on planning and fiduciary selection rather than in-house manufacturing of investment vehicles.

### How is the firm related to any parent entity?

There is no disclosed parent company, holding entity, or affiliated trust company. Petix & Botte Financial operates as an independent practice under its own SEC registration, with no public ties to a larger bank or asset manager.

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Last updated: 2026-07-06T00:37:09.886Z

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