Erica Ghotra, AIF®, CRPC®, CRPS®

Director, Senior Wealth Advisor

Erica Ghotra joined Lido Advisors 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.

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The Accredited Investment Fiduciary (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.

The Chartered Retirement Planning Counselor (CRPC®) Designation distinguishes financial advisors and other retirement professionals as experts in helping clients prepare for retirement. To become a CRPC, these individuals must meet several qualifications, undergo hours of training and take an examination.

The Chartered Retirement Plans SpecialistSM (“CRPS®”) designation is offered by the College for Financial Planning. Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance, and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

*Tax services are provided through affiliate organization L-TAX, LLC. Lido Advisors, LLC is not licensed to, nor does it, provide tax advice or services. Any investment has tax and legal consequences. We recommend that you consult with a qualified professional prior to making any investment.