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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

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Aram Schotts

Senior Principal

Individuals and Families

Seven Essential Financial Milestones: What Gen Xers Need to Know Now

In the United States, more than 63 million Gen Xers are living and working through their prime earning years right now. That’s why planning for the future of your money is so vital today.

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.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

Daniel Nolan

Partner & Vice Chairman

Incentive Stock Options

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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.