Meet the team

Our Associates

Working Together for Your Wellbeing

We look forward to helping you achieve your financial goals.

Sanjukta (Sunny) Chaudhuri, CFP, ChFC

Financial Advisor

Experience

I have always had a keen interest in economics and finance. Growing up in India, I went to school and college to study economics, corporate finance, statistics, and mathematics.

After coming to the United States in 2003, I earned a PhD in Economics in 2008. I was a Professor of economics at the University of Wisconsin (Eau Claire) from 2008-2017.

After moving to Minnesota (Saint Paul) in 2017, I worked as a labor market researcher for the Minnesota State government.

In 2021, I made a major career shift to financial services in the Twin cities metro. After going through required licensing exams, I started my career in financial services, moving up through the ranks from client service associate (2021) to financial advisor (2024).

In 2024, I earned the CERTIFIED FINANCIAL PLANNER® certificate designation, followed by the Chartered Financial Consultant (ChFC®) in 2025. Despite the shift from higher education to financial services, I remain a passionate educator and enjoy the process of teaching and learning about finance.

Personal life

I was born and raised in Kolkata, India. At the age of 27, I came to the USA on a Student Visa to study for my PHD in Economics at City University in New York.  

I am a single mom and reside in Woodbury, MN with my daughter Chandrima, born in 2014.  In my spare time, I love to go for runs in the wooded trails of Woodbury and Lake Elmo. I also visit horse barns and adore horses, cats and dogs living together peacefully. I also enjoy reading and traveling.

My favorite trip thus far has been to Disney World in Orlando, Florida.  I am also a big fan of live music and truly enjoy going to music cities like Nashville, especially the Grand Ole Opry.  My favorite country singer currently is Carrie Underwood.

Certificates

CFP, ChFC

Education

  • PhD (Economics) - City University of New York - New York, NY
  • B.A. in Economics Presidency University – Kolkata, India

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