ERICA GHOTRA
Director; Senior Wealth Advisor
Lido Advisors
Erica Ghotra tells every member on her team that they are in the business of changing lives. She believes that they don’t just manage investment portfolios but rather she and her team empower people to make life-altering decisions such as when to retire, how much they can give to heirs or charities, and if they can afford to buy their dream house. Ghotra often works with clients that have been through life-changing events such as the loss of a spouse, losing a job, or helping support elderly parents. She considers her biggest accomplishments when clients achieve the confidence to make large financial decisions.
Coming out of the pandemic and a stressful market year, Ghotra believes her job is to reduce anxiety by being a friend who understands her clients’ families and needs and by being a great advisor who is always searching for better risk-adjusted returns.
