Erika Lotz is a wealth advisor in the San Diego office of Octavia Wealth Advisors. Her greatest joy is getting to know each client—hearing their individual stories and helping to achieve their goals. In whatever stage of life a client may be, Erika loves to go above and beyond with her efforts. That might include helping to set up a college fund, find a retirement community, create an estate plan, or whatever else is needed. Erika is also a tax planner who has done hundreds of tax projections to help clients make decisions about concerns such as Roth conversions, exercising NSO/ISO options, and tax loss harvesting. Above all, Erika wants to help every Octavia client continue to receive the best service possible.
Erika joined Octavia with 10 years of financial industry experience. Most recently, she held positions in planning and tax services at several registered investment advisor firms. Prior to that, she spent four and a half years at Ameriprise, rising to the position of financial advisor after working as a paraplanner and customer service associate.
Erika holds a bachelor’s degree in political science from University of California, Santa Barbara.
On the personal side
A competitive CrossFit (CF) athlete, Erika has been doing CF for the past 10 years. She did take a two-year break though—in order to complete a triathlon! In 2024, Erika also finished the Santa Cruz Half IRONMAN. Her equally fit partner does disaster recovery, including cleanup work after the Palisades Fire in Los Angeles.