Manasi Dutta
Financial Advisor | Financial Strategies | Retirement | Education Savings | Insurance | Estate Consideration
- Role
- Financial Advisor at Edward Jones
- Location
- Schenectady, NY, US
- LinkedIn followers
- 500 followers
About Manasi Dutta
I’m on a mission to help professionals and families, especially those from immigrant communities, build a secure financial future that reflects their values and long-term goals.Having worked in the Corporate America, I understand the financial decisions that busy professionals face during life transitions. I’ve lived that journey myself, moving to the U.S. in 1994, building a career, and raising my two daughters here. Today, I use that experience to help guide clients through retirement planning, tax-advantaged strategies, education funding, and legacy building.What sets me apart is my ability to connect with clients on a strategic and personal level, especially those navigating the balance of career success, family responsibilities, and a desire to live with purpose. As a marathon runner, community leader, and spiritual seeker, I bring not just financial strategy but a holistic perspective on what it means to live a well-planned and meaningful life.If you’re looking for a trusted partner to help you align your wealth with your values and goals, let’s instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jun 2025 — Present
Education
Oregon Health & Science University
10 x 10 Biomedical and Health Informatics - AMIA, Health Care Management
2018 — 2018
National Institute of Information Technology
Post Graduate Diploma in Information Technology, eCommerce
2001 — 2001
GE Executive Development Center, Crotonville, NY
Manager Development Course (MDC), Organizational Leadership
2015 — 2015
University at Albany
MBA, Business Administration, Management and Operations
2006 — 2008
Delhi University
BSc, Environmental Science
Bharatiya Vidya Bhavan's - Usha and Lakshmi Mittal Institute Of Management
Post Graduate Diploma , Marketing Management & Advertising
Ashridge Executive Education, Hult International Business School, London
Go To Market Strategy, Marketing
2011 — 2011
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