Aditi Kapadia, CFA®, CFP®
Financial Planner for Corporate Executives & Canadians in the U.S. | Fiduciary
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Serving Clients Nationwide
Financial Planner for Corporate Executives & Canadians in the U.S. | Fiduciary
Areas of Focus
- Business Owners
- Cash Flow
- Education Funding
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Insurance
- International and Cross-border Planning
- Investment Management
- Retirement Planning
- Taxes
About Aditi Kapadia, CFA®, CFP®
Hi, I'm Aditi Kapadia, Chief Wealth Strategist and founder of Wealth IQ. I am a seasoned finance professional with over 17 years of experience in Wealth Management and Financial Services.My father’s early lessons in disciplined financial management enabled me to witness firsthand how thoughtful financial planning can help families weather life’s storms—an experience that inspired my mission to make such guidance accessible and empowering.
Before founding Wealth IQ, I led the development of a digital investing platform at a leading bank and collaborated with Financial Advisors to craft tailored investment strategies. My career began at General Electric, where I worked with C-suite executives to drive growth and manage financial risks.
I hold an MBA from the University of Chicago Booth School of Business and am both a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Raised in Canada and Saudi Arabia with Indian roots, I bring a global perspective to Wealth IQ, which I founded to simplify financial planning for individuals with dynamic lifestyles, including digital nomads and those managing cross-border finances.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
332 S Michigan Avenue Suite 900, Chicago IL 60604
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Wealth IQ
Your financial journey goes beyond numbers—it’s shaped by your mindset, experiences, and aspirations.At Wealth IQ, we adopt a holistic approach that recognizes how emotions and habits influence financial decisions. By combining these insights with our technical expertise, we craft personalized solutions that empower individuals and business owners to make informed, confident choices.
Holistic Financial Planning
Our Comprehensive and holistic approach helps you design a financial roadmap that balances your life aspirations with your financial needs.
Investment Management
Portfolio Management tailored to your needs— choose either a fully managed, comprehensive solution or a DIY-friendly approach with expert guidance.
Canada/US Cross Border Planning
For Canadians living in or moving to the U.S., we help you consolidate and navigate your finances across borders, ensuring seamless transitions, optimized tax strategies, and a cohesive global plan.
Specialized Consultations
When you need an expert perspective, our on-demand consultations offer tailored financial insights—whether you’re seeking a second opinion on your plan or customized strategies for your business.
OUR APPROACH
✔️ Planning-Centric Guidance
Your financial journey is unique, and so is our approach. We place meticulous financial planning at the core of every strategy, ensuring your plan is tailored to your goals, not a one-size-fits-all solution.
✔️ Unwavering Fiduciary Commitment
Transparency matters. Our fee-only structure means no commissions, no hidden referral fees—just unbiased, client-first advice focused solely on your success.
✔️ Expert Collaboration, No Barriers
No asset minimums. No exclusivity. We act as your financial quarterback, seamlessly coordinating with tax and legal professionals to ensure a holistic, well-integrated financial plan.
✔️ Guided by Behavioral Finance
Investing isn’t just about numbers—it’s about mindset and discipline. By incorporating behavioral finance principles, we help you stay on track, avoid emotional decision-making, and build lasting financial confidence.
Education
The University of Chicago Booth School of Business, Master of Business Administration - MBA, Finance, Entrepreneurship & Strategic Management | Schulich School of Business - York University iBBA, International Business
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Remote Workers
- Travel Lovers
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