Tricia Bothmer, Financial Advisor at RBC Wealth Management

Tricia Bothmer, Financial Advisor at RBC Wealth Management I utilize a three step approach encompassing retirement income planning, asset allocation and pruden

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the prin

cipal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Did you know 32% of families use college savings plans as a way to pay for college?Education expenses evolve over time, ...
08/19/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasnโ€™t changed. Savings plans start working now, well before the acceptance letters roll in.

๐‹๐ž๐ญโ€™๐ฌ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ ๐ฌ๐จ ๐ˆ ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฉ๐ฅ๐š๐ง ๐Ÿ๐จ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ง๐ฌ๐ž๐ฌ.

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan des...
08/05/2026

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. Iโ€™d love to help review any changes and discuss updating your documents accordingly.

๐‘๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐š ๐ซ๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก? Letโ€™s talk.

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints...
07/23/2026

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints and an agile plan that meets your needs.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ ๐š๐ง๐ ๐ฅ๐ž๐ญโ€™๐ฌ ๐ฆ๐š๐ค๐ž ๐ข๐ญ ๐ก๐š๐ฉ๐ฉ๐ž๐ง.

A quick conversation could make all the difference by year-end.

Did you know the best bucket list moments donโ€™t just happen? Theyโ€™re planned for. Meticulously. And that makes the payof...
07/08/2026

Did you know the best bucket list moments donโ€™t just happen? Theyโ€™re planned for. Meticulously. And that makes the payoff, whether itโ€™s at the beach, the mountains or some far-off destination, all that much sweeter.

๐˜๐จ๐ฎ๐ซ ๐›๐ฎ๐œ๐ค๐ž๐ญ ๐ฅ๐ข๐ฌ๐ญ ๐ข๐ฌ ๐œ๐š๐ฅ๐ฅ๐ข๐ง๐ . Letโ€™s chat about how to make it happen.

Did you know 3 in 4 homeowners would rather be at home than anywhere else? If youโ€™ve already fallen in love with your ho...
06/17/2026

Did you know 3 in 4 homeowners would rather be at home than anywhere else? If youโ€™ve already fallen in love with your home, the question is what your next chapter looks like.

I can help you plan for whatever comes next, whether that means upgrading your space or adding a vacation home for your favorite memories to be made.

๐‘๐ž๐š๐๐ฒ ๐ญ๐จ ๐ž๐ฑ๐ฉ๐ฅ๐จ๐ซ๐ž ๐ฐ๐ก๐š๐ญโ€™๐ฌ ๐ง๐ž๐ฑ๐ญ? Letโ€™s connect

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.At RBC...
06/03/2026

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.

At RBC Wealth Management, I help new grads start strong, from building a budget to planning ahead. Because the earlier you lay a solid financial foundation, the more possibilities your future can hold.

๐‘๐ž๐š๐๐ฒ ๐ญ๐จ ๐ ๐ข๐ฏ๐ž ๐ญ๐ก๐ž ๐ ๐ข๐Ÿ๐ญ ๐ญ๐ก๐š๐ญ ๐ซ๐ž๐š๐ฅ๐ฅ๐ฒ ๐ฆ๐š๐ญ๐ญ๐ž๐ซ๐ฌ? Letโ€™s talk.

Did you know retirement planning isnโ€™t just about saving? Itโ€™s also about having a strategy and proper support along the...
05/06/2026

Did you know retirement planning isnโ€™t just about saving? Itโ€™s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

Did you know discussing money with your children can help them feel more confident managing their finances as an adult? ...
04/22/2026

Did you know discussing money with your children can help them feel more confident managing their finances as an adult? Even small steps like encouraging kids to save part of their allowance can help build a strong financial foundation.

Did you know having a written financial plan is key to managing complex wealth? Take time to revisit your wealth plan ea...
04/09/2026

Did you know having a written financial plan is key to managing complex wealth? Take time to revisit your wealth plan each year so your financial strategy remains aligned with your long-term vision.

Did you know spring is a great time to clean house financially? Check in on your goals and think about any changes you w...
03/18/2026

Did you know spring is a great time to clean house financially? Check in on your goals and think about any changes you want to discuss. Then schedule a meeting with me to go in-depth.

Address

4250 Executive Square Suite 800
La Jolla, CA
92037

Website

Alerts

Be the first to know and let us send you an email when Tricia Bothmer, Financial Advisor at RBC Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Tricia Bothmer, Financial Advisor at RBC Wealth Management:

Shortcuts

Share

Category