Urja joined ClearPath Financial Partners as a Client Service Associate, bringing a strong foundation in both customer service and finance. She is dedicated to providing clients with exceptional service and operational efficiency.

Urja holds a Master of Science in Finance from Northeastern University. She has also cleared Level 2 of the CFA Exam, reflecting her deep commitment to financial expertise. Prior to joining ClearPath, Urja gained valuable experience at Bluefort Financial in Mumbai, where she assisted in business development, operations, client onboarding, portfolio design, and investment research for high-net-worth individuals. She played a key role in managing client interactions, addressing inquiries, and ensuring seamless implementation of financial plans to enhance the overall client experience.

Urja’s role at ClearPath focuses on ensuring seamless client interactions, assisting with financial planning processes, and supporting the firm’s overall operations. She is passionate about maintaining strong relationships, ensuring timely execution of financial plans, and delivering personalized service to clients.

Originally from India and currently living in Westborough, Urja enjoys traveling in her free time. She is passionate about Formula 1, and loves to watch races whenever she gets the chance. Urja believes in continuous learning and self-improvement, making her a valuable addition to the ClearPath team. She looks forward to assisting clients in achieving their financial goals with clarity and confidence.