Paul William Botte

Fondateur chez Petix & Botte Co.

Profil

Mr. Paul W.
Botte is a Financial Planner at Petix & Botte Co. He investment and financial services to individuals and businesses in San Diego and nationwide since 1984.
As an Investment Adviser representative of Petix & Botte Financial which is registered with the Securities and Exchange Commission, Mr. Botte believes in holistic financial planning, and he provides this by analyzing all aspects of a client’s financial life.
He is committed to developing long-term, trustworthy relationships with his clients and seeks to provide service that will exceed their expectations every day.
Mr. Botte was a Member of the YMCA of San Diego County Gift Planned Advisory Council, of the Grossmont Cuyamaca Community College District Citizens Bond Oversight Committee, Board Member of the Foundation for Grossmont & Cuyamaca colleges, La Mesa Chamber of Commerce, La Mesa Kiwanis, East County YMCA and was a President of Toastmasters Club.
He began his financial services career in the corporate accounting department of a national real estate development company.
He holds a BS degree in Finance from San Diego State University and In December 1984, he completed the Certified Financial Planner (CFP) course work and examination series.
Following two years of experience, he was awarded the CFP designation by the College for Financial Planning in September 1986.
In addition, he holds a California Life and Disability Insurance sales license.

Postes actifs de Paul William Botte

Sociétés	Poste	Début
Petix & Botte Co.	Fondateur	01/01/1984

Formation de Paul William Botte

San Diego State University

Undergraduate Degree