Investment & Planning

Erica K. Ghotra, CRPS®, CRPC®

Erica K. Ghotra, CRPS®, CRPC®

Senior advisor

A Long Beach native, Erica ventured east to earn her degree in archaeology and English from Tufts in Boston. She graduated early to participate in a major Mayan excavation in Belize. From there, she jumped into the fast-paced world of commodities trading at Tiger Financial.

After a short stint as a trader, Erica shifted paths to become a financial advisor at Merrill Lynch.  There she discovered her passion for financial planning, earning designations as a Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist. As senior portfolio manager at Westmount, Erica uses her wealth of experience and talent to help clients make smart, clear choices about their financial futures.