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Aditi Kapadia (CFA, CFP®, MBA)

Aditi Kapadia focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Entrepreneurs
  • ExPat and Cross Border Issues

Planning Specialties

Cross-Border Financial Planning; Business Executives and Entrepreneurs

Additional Information

Aditi Kapadia is a seasoned finance professional with over 17 years of experience in Wealth Management and Financial Services. Her father’s early lessons in disciplined financial management enabled her to witness firsthand how thoughtful financial planning can help families weather life’s storms—an experience that inspired her mission to make such guidance accessible and empowering. Before founding Wealth IQ, she led the development of a digital investing platform at a leading bank and collaborated with Financial Advisors to craft tailored investment strategies. Her career began at General Electric, where she worked with C-suite executives to drive growth and manage financial risks. Aditi holds an MBA from the University of Chicago Booth School of Business and is both a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Raised in Canada and Saudi Arabia with Indian roots, she brings a global perspective to Wealth IQ, which she founded to simplify financial planning for individuals with dynamic lifestyles, including digital nomads and those managing cross-border finances.

NAPFA Start Date

January 02, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2501 Chatham Rd Ste N Springfield, IL 62704 Phone: (773) 620-4446
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