Niharika Awasthi, CFP®
Designations and Licenses
Niharika is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
As an associate wealth advisor, Niharika supports a wealth advisory team that provides customized wealth solutions based on a client’s specific needs and objectives. She coordinates the preparation of financial plans and reviews and assists with various aspects of the planning process.
Prior to joining Mariner Wealth Advisors, Niharika was a wealth planning paraplanner with Fidelity Investments. In that position, Niharika worked with senior financial planners on analyzing data, modeling complex strategies in financial planning software and creating comprehensive financial plans for high net worth clients.
Prior to Fidelity Investments, Niharika worked in retail banking, serving in various roles from teller to relationship banker.
Niharika has a bachelor’s degree in business administration with a concentration in accounting from University of Hartford.
Niharika enjoys spending time with family, watercolor painting and watching professional tennis, as well as supporting St. Jude’s and ASPCA.