Alicia Butera, Financial Planner

CERTIFIED FINANCIAL PLANNER™ Professional


I joined Planning Within Reach in February 2017 as a Financial Planner. Previously I worked for a financial services tech start-up and a boutique wealth management firm. I have six 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 strongly 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 in the National Association of Personal Financial Advisors (NAPFA), the San Diego Financial Planning Association (FPA) 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 to attend SDSU. After college I decided to stay here because I fell in love with the city of San Diego and have decided to make this my “forever home”. My boyfriend and I live in the Bankers Hill area and thoroughly enjoy the ability to walk to Little Italy and Balboa Park in our free time. For fun, I enjoy working out, dog sitting my friends furry pups and anything involving cheese and bread.

I look forward to meeting you.


In the Media

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Best Money-Saving Apps of 2017

Best Money-Saving Apps of 2017   Check out these money-saving apps that will save you time and money, with little effort. Ebates.com Ebates.com gives you a percentage (%) of cash back for online purchases (and a few in-store purchases as well). Create an account on their website, choose where you are online shopping, and they will automatically calculate your savings once you make the purchase.  In fact, they send you a $10 gift card just for signing up.  Cons: You can’t... Read More

A Conversation with John

I had an encounter recently with an annuity salesperson – we’ll call him John. John introduced himself as a financial advisor. I said I was a fee-only financial planner, and I don’t charge commissions. He said he didn’t either. The following is a paraphrase of our conversation. I share it with you because it is a good example of questions you should be asking investment professionals before you consider working with them. In particular, question those who sell products. This... Read More