Nandita Bhattacharjee is Financial Planning Coordinator with Strategic Financial Concepts. She came from a 25 year career as a Radiologist, while serving 9 years on a large Employee Retirement Plan Board. Prior to commencing her current financial career, she graduated from Byrn Mawr College with a degree in German Literature, and a Biochemistry degree from Haverford College. She completed her MD from The Ohio State University with induction into Alpha Omega Alpha, indicative of graduation in the top 5% of the Class. She graduated with her Masters of Health Administration with the First Place Award at the The Ohio State University. She holds Series 7 and Series 66 registrations.
Nandita is committed to highest standards of professionalism and excellence. Her mission includes helping clients identify their values and goals, then helping to optimize financial decision making so that clients can move towards achieving their goals.
Nandita has been married to her husband, Jon, for over 35 years, and together they have two children. They live in Marshfield, Wisconsin. They are active members of the First Presbyterian Church of Marshfield. In addition to enjoying time spent with friends and family, Nandita is an avid reader, knitter, and enjoys attending theater and opera.
Nandita Bhattacharjee is a Registered Representative of H. Beck Inc. Securities, and investment advisory services are offered through H. Beck Inc., a Broker-Dealer (member FINRA/SIPC) and registered investment adviser. Strategic Financial Concepts and H. Beck Inc. are not affiliated.