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 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 to help them gain a better understanding of what they have and where they are going. I specialize in working with “Newlyweds”, “Young Professionals” and “Those in Debt”. My goal is to help them reach their financial goals with the resources they have.

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. 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, 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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Impact Investing: The Lingo

Impact Investing is an investment strategy that seeks to create a positive social and / or environmental change while also generating a financial return. People interested in impact investing have expressed to us confusion over the many acronyms and terms used. This is our first post in a series on impact investing where we focus on demystifying the most common lingo. ESG stands for Environmental, Social and corporate Governance. The ESG factors were developed as a way to categorize areas... Read More

The Tax Implications of Donation-Based Crowdfunding

Are you considering setting up a crowdfunding campaign for yourself, or someone you know, to help pay for medical bills, tuition, or raise money for a cause? While there are different types of crowdfunding, we address donation-based crowdfunding in this post since it is the kind we see most often. Money received from donation-based crowdfunding should be considered gifts, and therefore non-taxable. However, payment processors used by crowdfunding sites, such as Paypal, may issue a Form 1099-K to the recipient... Read More