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 seven years of experience in the financial services industry.

I started my journey into financial planning after having watched my parents navigate our families financials through the 2008/2009 financial crisis. I learned quickly that money doesn’t just grow on a tree in the backyard and it certainly, at any time, can become scarce. From this moment, I knew I want to help individuals understand their finances and how to take control of their financial future.

I enjoy teaching clients about their finances. My goal is to help them gain a better understanding of what they have and where they are going. I specialize in working with “Newlyweds” and “Young Professionals”.

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 to attend SDSU. In my free time, I enjoy working out, playing with my adorable pup and anything involving cheese and bread.

I look forward to speaking with you.


Contact Me:

Schedule a FREE Initial Call with me
Email Me: alicia@planningwithinreach.com
Call Me: (619) 567-9306 x2
Office: Virtual
Physical Location: San Diego, CA


This past year in visuals!

My boyfriend and I at a friend’s wedding

My brother and I at Torrey Pines

 


In the Media

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Ask Linda: We’re Getting Divorced. Now what?

Dear Linda, My spouse and I recently decided to get a divorce. What should we expect with regards to the divorce process and its financial implications? I am particularly concerned about how my retirement plan will be affected.  Separated Sam Dear Sam, We outlined the most common ways to obtain a divorce below, including the estimated price for each process. While this is not meant to replace your own due diligence, it should help you get started. Here are the... Read More

What is AD&D Insurance?

Dear Alicia, I have the ability to buy AD&D Life Insurance at work. The coverage would cost me less and I would get a higher death benefit than the Term policy I currently have. Should I buy it? I don’t understand the difference? – Insurance Irene  Dear Irene, In general, life insurance is purchased to give those who are dependent on your income a lump sum of cash upon your death so they can sustain their current lifestyle. An AD&D... Read More