Karsha Banerjee

Lead Plan Consultant

(866) SRP-401K x758
See the Los Angeles Team

Karsha Banerjee is a Lead Plan Consultant for Strategic Retirement Partners Austin and Los Angeles regions. Karsha offers guidance and consultation services to Investment Committees. Her areas of expertise include 3(21) and 3(38) fiduciary services, plan design advice, building investment strategies, and employee education.

 With her extensive previous experience as the head of Retirement operations, she possesses the knowledge and skills necessary to create effective market solutions.

 Karsha discovered her passion for plan design and investments when she transitioned into the Retirement Industry and started working for the plan participants. She realized the importance of adding proper behaviors to the plan at its inception. Advising investment committees to set up a plan that suits their workforce became her specialty and a source of great pleasure.

Karsha lives in Alpharetta, Georgia, with her husband Sabya, daughter Zoyee and son Zion. They love to travel and enjoy different cuisines from different cultures.

Los Angeles Team

Some things you might not know about Karsha...

What is your favorite quote?

"I love to travel so my favorite quote had to be about travel” The beauty of travel is that someone’s ordinary becomes your extraordinary”"

If you had magical powers what is something you would change?

"This is crazy: Being stuck in an elevator is my biggest fear so if I ever get magical power, I will replace elevators with something else."

What is your favorite family Tradition?

"There is this restaurant in Gatlinburg Tennessee called The Pancake Pantry, every year, we drive 4 hours each way to eat there, 4 times a year. My husband and I started it and now the whole family travels to eat there. We have been doing it for 14 years now in a row."