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Utkarsha Banerjee , Aif®, Cpfa® Email & Phone Number

Lead Plan Consultant at Strategic Retirement Partners
Location: Alpharetta, Georgia, United States 8 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Strategic Retirement Partners
Role
Lead Plan Consultant
Location
Alpharetta, Georgia, United States
Company size
114 employees

Who is Utkarsha Banerjee , Aif®, Cpfa®? Overview

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Quick answer

Utkarsha Banerjee , Aif®, Cpfa® is listed as Lead Plan Consultant at Strategic Retirement Partners, a with 114 employees, based in Alpharetta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Utkarsha Banerjee , Aif®, Cpfa®.

Utkarsha Banerjee , Aif®, Cpfa® previously worked as Director of Retirement and Investments at Arista Consulting Group, An Alera Group Company and Senior Retirement Plan Manager at Arista Consulting Group. Utkarsha Banerjee , Aif®, Cpfa® holds Mathematics from University Or Burdwan - J K College.

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Email format at Strategic Retirement Partners

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Strategic Retirement Partners

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Profile bio

About Utkarsha Banerjee , Aif®, Cpfa®

As an expert in the Retirement Services Industry, I offer guidance and consultation services to Investment Committees. My areas of expertise include 3(21) and 3(38) fiduciary services, plan design advice, building investment strategies, and employee education.With my extensive experience as the head of Retirement operations, I possess the knowledge and skills necessary to create effective market solutions.I discovered my passion for plan design and investments when I transitioned into the Retirement Industry and started working for the plan participants. I realized the importance of adding the right behaviors to the plan at its inception. Advising investment committees to set up a plan that suits their workforce became my specialty and a source of great pleasure.

Current workplace

Utkarsha Banerjee , Aif®, Cpfa®'s current company

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Strategic Retirement Partners
Strategic Retirement Partners
Lead Plan Consultant
Alpharetta, GA, US
Website
srpretire.com
Employees
114
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Company profile
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8 roles

Utkarsha Banerjee , Aif®, Cpfa® work experience

A career timeline built from the work history available for this profile.

Investment Advisor

Pnc

Duluth, Georgia

Investment Advisor for the Norcross Circuit.

Sep 2018 - Dec 2019
Team & coworkers

Colleagues at Strategic Retirement Partners

Other employees you can reach at srpretire.com. View company contacts for 114 employees →

HH Heather Heron, Qkc, Qka, Cpfa, Aif Heather Heron, Qkc, Qka, Cpfa, Aif Colleague at Strategic Retirement PartnersAustin, Texas, United States View → ZN Zachary Nelson Zachary Nelson Colleague at Strategic Retirement PartnersSandy, Utah, United States View → ME Michael E. Rich Michael E. Rich Colleague at Strategic Retirement PartnersUnited States View → CG Christina Gelardi, Cpfa™ Christina Gelardi, Cpfa™ Colleague at Strategic Retirement PartnersVero Beach, Florida, United States View → MS Matt Stolle, Aif®, Cpfa®, Crpc™, (K)Rs™ Matt Stolle, Aif®, Cpfa®, Crpc™, (K)Rs™ Colleague at Strategic Retirement PartnersIndianapolis, Indiana, United States View → CH Colin Hendricks Colin Hendricks Colleague at Strategic Retirement PartnersGreater Chicago Area, United States View → GG Greg Gavran - Aif®, Cpfa® Greg Gavran - Aif®, Cpfa® Colleague at Strategic Retirement PartnersBrookfield, Wisconsin, United States View → LS Lisa Schebler Lisa Schebler Colleague at Strategic Retirement PartnersDavenport, Iowa, United States View → EC Elizabeth Cullen Elizabeth Cullen Colleague at Strategic Retirement PartnersShorewood, Illinois, United States View → CD Clay Downey, Cpfa Clay Downey, Cpfa Colleague at Strategic Retirement PartnersTulsa Metropolitan Area, United States View →
1 education record

Utkarsha Banerjee , Aif®, Cpfa® education

  • University Or Burdwan - J K College
    University Or Burdwan - J K College
    Mathematics
FAQ

Frequently asked questions about Utkarsha Banerjee , Aif®, Cpfa®

Quick answers generated from the profile data available on this page.

What company does Utkarsha Banerjee , Aif®, Cpfa® work for?

Utkarsha Banerjee , Aif®, Cpfa® works for Strategic Retirement Partners.

What is Utkarsha Banerjee , Aif®, Cpfa®'s role at Strategic Retirement Partners?

Utkarsha Banerjee , Aif®, Cpfa® is listed as Lead Plan Consultant at Strategic Retirement Partners.

Where is Utkarsha Banerjee , Aif®, Cpfa® based?

Utkarsha Banerjee , Aif®, Cpfa® is based in Alpharetta, Georgia, United States while working with Strategic Retirement Partners.

What companies has Utkarsha Banerjee , Aif®, Cpfa® worked for?

Utkarsha Banerjee , Aif®, Cpfa® has worked for Strategic Retirement Partners, Arista Consulting Group, An Alera Group Company, Arista Consulting Group, Alliant Retirement Consulting, and Pnc.

Who are Utkarsha Banerjee , Aif®, Cpfa®'s colleagues at Strategic Retirement Partners?

Utkarsha Banerjee , Aif®, Cpfa®'s colleagues at Strategic Retirement Partners include Heather Heron, Qkc, Qka, Cpfa, Aif, Zachary Nelson, Michael E. Rich, Christina Gelardi, Cpfa™, and Matt Stolle, Aif®, Cpfa®, Crpc™, (K)Rs™.

How can I contact Utkarsha Banerjee , Aif®, Cpfa®?

You can use AeroLeads to view verified contact signals for Utkarsha Banerjee , Aif®, Cpfa® at Strategic Retirement Partners, including work email, phone, and LinkedIn data when available.

What schools did Utkarsha Banerjee , Aif®, Cpfa® attend?

Utkarsha Banerjee , Aif®, Cpfa® holds Mathematics from University Or Burdwan - J K College.

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