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
- Cash Flow
- Education Funding
- Employee Stock Options
- Equity Compensation Options
- Fertility Planning
- High Net Worth
- International and Cross-border Planning
- Investing
- Taxes
About Aditi Kapadia, CFA®, CFP®
Hi, I'm Aditi. I founded Wealth IQ because I kept seeing the same gaps in financial advice for two groups who needed better support.The first: Canadians living in or moving to the U.S. I've lived this journey personally. I moved from Canada to the U.S. first as an expat, then as a permanent resident, and eventually became a dual citizen of both countries. With Indian roots, a childhood in Saudi Arabia and Canada, and a life now planted in the U.S., I understand firsthand how complicated financial decisions become when your life spans multiple countries and cultures.
The second: corporate executives. I was one. I know what it feels like to build significant wealth but not have the time to manage it properly. Tax strategy, investment planning, equity compensation, and employer benefits all add up, and most of it goes unoptimized without a dedicated plan.
I bring 17 years of financial services experience, including building a digital investing platform at a major bank and advising C-suite leaders at GE on growth and financial risk. I hold an MBA from Chicago Booth and carry both the CFA and CFP designations.
Outside of work, I'm a student of meditation and holistic practices, which shape how I understand both money and life. My husband and I have been married for 11 years, and navigating infertility and health challenges together has expanded my view of what true wealth looks like for me personally.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Denver, Colorado
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
This is a 30-minute conversation to see if we're a fit. You'll share what's on your plate financially, I'll share how I work and my pricing range, and we'll both leave knowing whether it makes sense to go further. No prep needed, no pitch. Just an honest conversation.Offers Investment Management
Yes
Offers Tax Preparation
Yes
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
- Cycling
- Exercising
- Music
- Relaxing
- Walking
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Expats
- Families
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Immigrants
- Investors
- LGBTQ
- LGBTQ Couples
- Remote Workers
- Travel Lovers
- Women in Transition
- Women Professionals
- Women’s Finance
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