Wealth Management Firms

Petix & Botte Financial

Company Website

7777 Alvarado Rd. Ste., 320
La Mesa, CA 91942

Company Est.:

Sourcebook Data

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Petix & Botte Financial

Assets managed in 2012 (figures in millions)

$125

Number of local portfolio managers or investment advisers

2

Services offered

Financial, retirement, education and estate planning, investment management, trust services, business planning, philanthropic gifting/charitable trusts, executive compensation planning, and life insurance evaluation and recommendations

Executives

Paul Botte

  • Co-Owner

Vickie Petix

  • Co-Owner