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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How to Recognize a Ponzi Scheme

A Ponzi scheme is a fraudulent investment. The organizers of the scheme do not invest your money in something with intrinsic value. Instead, they pay you a “return” with the contributions of new investors. Ponzi schemes received their name in the 1920’s after Charles Ponzi was convicted of running this type of business. Despite all the knowledge we have of previous Ponzi schemes, they continue to defraud people from all walks of life. We are even seeing a new wave... Read More

Credit & Debit Cards to Use Abroad

Are you traveling abroad this summer and unsure which of your “plastic” you should bring with you? Travel is already a luxury but it can get even more expensive when each purchase is racking up additional fees. Recently I went to Asia and did some research of my own. Hopefully, this will help you decide which of your cards you should bring, what fees you should know about, and when to use a debit card versus a credit card. Credit... Read More