Utkarsh Maini

Financial Analyst

utkarsh@fingerlakeswm.com

About me

Utkarsh is a recent Ithaca College graduate with a degree in Business Administration, a concentration in Finance and a minor in Entrepreneurship. Throughout college, he built real-world experience in wealth management, asset management, and tax preparation through internships and leadership roles across campus.

Right now, he’s working toward earning his Series 65 securities license to take the next step in his finance career. He has developed a strong passion for helping people navigate their financial goals and for finding ways to keep learning and growing both personally and professionally.

When he's not working or studying, you’ll probably find him experimenting in the kitchen, roaming around town, or exploring new places. He’s always up for a good meal, a good conversation, and a new adventure.

Services

Wealth Management Solutions for whatever season of life you’re in.

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Meet with us to discuss your needs.
Meet with us to discuss your needs.