About the Authors

Vickie Petix, CFP®, EA is a partner of Petix & Botte Financial. She holds a CERTIFIED FINANCIAL PLANNER™ certification, California Life and Disability Insurance license and is recognized by the Internal Revenue Service as an enrolled agent. Vickie is also a member of the Financial Planning Association (FPA).

A native of San Diego, Vickie holds a degree in accounting from the University of San Diego and has worked in the financial planning and tax preparation industry since 1988.  She has a strong belief in giving back to the community, devoting many years and hours to the Boys and Girls Clubs of East County, serving as president of their board as well as in other capacities.

Along with spending time with her husband and three children, she is an avid golfer and enjoys cooking with family and friends. She lives in El Cajon, California.

Paul Botte, CFP®, is a partner of Petix & Botte Financial. He is a CERTIFIED FINANCIAL PLANNER™ professional and a California registered tax preparer.  He holds a California Life and Disability Insurance sales license and is a member of the Financial Planning Association (FPA).

A native of San Diego, Paul graduated from San Diego State University with a BS in finance. He started his career in financial services in 1984 working in the corporate accounting department of a national real estate development company. Past president of Toastmasters Club, he has been deeply involved in several community organizations including the YMCA of San Diego County, the foundation for Grossmont & Cuyamaca Colleges as well as the La Mesa Chamber of Commerce and Kiwanis.