Back to All People

Aram Schotts, CFP®, CRPC®, CRPS®

Senior Principal

Pasadena

Client Advisory

Biography

Aram is a Senior Principal in the Pasadena office. He is a CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Plans Specialist, and Chartered Retirement Planning Counselor who advises senior corporate executives and high‑net‑worth families on complex wealth transitions. His approach blends tax‑sensitive planning, coordinated retirement strategies, and long‑term wealth distribution designed to provide clarity and confidence.

Aram guides clients through the shift from accumulation to preservation and income distribution. He has deep experience working with individuals who manage multiple retirement plans, equity compensation, real estate holdings, and concentrated stock. His planning process integrates tax‑efficient strategies, retirement modeling, and asset‑protection frameworks to support long‑term legacy goals.

Before joining Cerity Partners, Aram led the financial planning division at Gamble Jones Investment Counsel and previously worked in advisory roles at LPL Financial and Bank of America

Aram and his family live in the South Bay of Los Angeles County. They are committed to the community where they enjoy various beach activities and spending time together as a family.

Learn more about my practice.

Education

  • B.A in Finance from California State University of Long Beach
  • Master of Science in Personal Financial Planning from the College of Financial Planning

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Retirement Plans Specialist (CRPS®)
  • Chartered Retirement Planning Counselor (CRPC®)

Latest Insights

View All

Aram Schotts

Senior Principal

Individuals and Families

Planning for Long-Term Care Needs

Understand the critical aspects of long-term care planning, from assessing costs and insurance options to managing care through various types of policies, ensuring quality of life and financial security as you age.

Aram Schotts

Senior Principal

Individuals and Families

Rollover Decisions

Retirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options such as keeping assets in the current plan, rolling them over to another employer's plan, or rolling them into an IRA.

Request an Introduction to Aram Schotts

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Ben Pace, Joseph Matus and James Lebenthal

Individuals and Families

What the Iran Conflict Means for Your Portfolio

March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: March 2026 Economic and Market Outlook

March 4, 2026 - While 2026 has so far brought unsettling market volatility and mixed signals from former leaders like Microsoft, Amazon, and Meta, Partner and Chief Market Strategist…

Ben Pace

Partner & Chief Economist

Individuals and Families

Notable Liquidity Trends in the Pre-IPO Market

February 24, 2026 - One of the more interesting trends in the private markets space over the last 10 to 15 years is the increasing democratization of investment products…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here