Geetika Mehrotra
Senior Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Geetika Mehrotra

As a Senior Wealth Advisor for Citi Personal Wealth Management, Geetika Mehrotra aims to build and protect wealth through financial planning that integrates income generation, insurance reviews and personalized and proactive asset management.

Over the past 20 years in her career as a financial advisor, she has specialized in retirement planning, estate legacy planning, insurance and wealth transfer, women and wealth, and portfolio management, with a focus on alternative investments.

Most recently, Geetika was a Senior Financial Advisor at Wells Fargo Advisors. Prior to that she worked at JPMorgan Chase and Merrill Lynch.

Fluent in Hindi, she has Series 7 and 66 securities licenses and a life and health insurance license.

She has a B.A. in international relations and affairs at the University of East London and a master’s in political science from Delhi University.

Married with one child, Geetika enjoys spending time with family and friends.