Erica Ghotra joined Lido in 2019. She assists clients with their financial plans and provides investment guidance. Erica spends time getting to know her clients and their families to better understand their financial goals and dreams. She uses this knowledge to create their personalized portfolios, drawing on over a decade of experience in the financial industry. Erica is especially passionate about helping business owners set up retirement plans to maximize their retirement savings and tax deductions. As an early cum laude graduate of Tufts University,
she brings an impassioned work ethic and financial planning experience to the table for her clients.
Having spent six years with Merrill Lynch in Beverly Hills, Erica draws from her expertise to design portfolios to address her clients’ needs. Erica is a current, active member of the LA Giving Circle which pools contributions to support local charities with the mission to improve self-sufficiency and financial security for underprivileged women and girls. Erica is also a member and former president of the Tufts Alumni Group of Los Angeles. Erica currently holds the AIF®, CRPS®, and CRPC® designations. Born and raised in Long Beach, CA, Erica speaks three languages, enjoys travel, photography, cooking, sports, art, and history. Above all, Erica is passionate about empowering families to make informed financial decisions about their future.