Erica Ghotra

Managing Director at Lido Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area
Languages
  • English -
  • Spanish -
  • Italian -
  • French -

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Bio

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Credentials

  • Accredited Investment Fiduciary
    Fi360
    Feb, 2019
    - Nov, 2024
  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Oct, 2015
    - Nov, 2024
  • Chartered Retirement Plans Specialist
    College for Financial Planning
    Nov, 2014
    - Nov, 2024

Experience

  • Lido Advisors, LLC
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Managing Director
      • Feb 2023 - Present

      One of the nation's fastest growing wealth advisory firms and for good reason. We offer truly innovative portfolio protection strategies, alternative investments, and advanced tax, estate, and financial planning services. We care passionately and work tirelessly for our clients.https://www.lidoadvisors.com/lido-advisors-finishes-record-banner-year-of-high-rankings-top-awards-and-executive-honors/

    • Director
      • Jan 2021 - Present

    • Vice President
      • Aug 2019 - Jan 2021

  • Westmount Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Portfolio Manager
      • May 2016 - Aug 2019

      Westmount Asset Management, LLC is one of the oldest and largest independent investment advisory firms in Los Angeles. Westmount Asset Management, LLC is one of the oldest and largest independent investment advisory firms in Los Angeles.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Aug 2014 - May 2016

      I am a wealth advisor. I help clients avoid common financial pitfalls, create thorough retirement plans, and ensure nothing gets in the way of clients' important values and financial goals. I help educate multiple generations about investment basics and the importance of early retirement planning.

    • Registered Client Associate
      • Jun 2010 - Jul 2014

    • Financial Advisor
      • Aug 2009 - Jun 2010

  • Tufts LA Alumni
    • Chapter President
      • 2012 - 2016

  • Tiger Financial Services Ltd
    • Financial Services
    • 1 - 100 Employee
    • Account Executive
      • Jun 2008 - Aug 2009

      Series 3 licensed commodities broker Cold calling to build my own book of business Series 3 licensed commodities broker Cold calling to build my own book of business

  • Boston University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Lab Director
      • Jan 2007 - May 2007

      Led lab which processed over 50,000 artifacts from two ancient Maya excavation sites. Directed students in the organization, cleaning, cataloging, photography, and storage. Led lab which processed over 50,000 artifacts from two ancient Maya excavation sites. Directed students in the organization, cleaning, cataloging, photography, and storage.

Education

  • Tufts University
    Bachelor's degree, Archaeology, English
    2003 - 2007
  • Long Beach Polytechnic High School
    high school diploma
    1999 - 2003

Community

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