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Principal
Pasadena
Client Advisory
Aram is a Principal in the Pasadena office. As a financial planning professional, knowing the client’s personal and financial goals is essential to providing truly comprehensive wealth management solutions and holistic advice. Aram is a lifelong learner and views challenges as opportunities to hone his skills, increase his expertise, and share that knowledge with others.
Prior to joining Cerity Partners, Aram led the Financial Planning department at Gamble Jones Investment Counsel and authored multiple articles on financial topics that were shared with clients of the firm. He joined Gamble Jones Investment Counsel in 2018 after 9 years with LPL Financial, where he attained a deep understanding of the key aspects of comprehensive financial planning and wealth management.
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.
Aram Schotts
Financial Planning
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.
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