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Aram Schotts, CFP®, CRPS®

Principal

Pasadena

Client Advisory

Biography

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.

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 SpecialistSM

Latest Insights

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Aram Schotts

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

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.

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By clicking “Schedule Now”, 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.