Alicia  Butera

Alicia Butera

| CFP®

Planning Within Reach

Virtual Fee-Only Financial Planner serving individuals of all wealth.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Debt Management
  • Tax Planning
  • Estate Planning
  • College Education Planning

Our Other NAPFA Members

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2159 India Street
San Diego, CA 92101

Alicia Butera is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

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.