How Can I Help You? 

Neepa Vagadia is a CFO for the LPL CFO Solutions team. She provides advisors with actionable insights based on financial analysis and business plans to help drive higher practice valuations. Neepa develops a thorough understanding of your business financials and strategic goals to help provide actionable insights that focus on the growth of your business through data and financial analysis. Provides financial analysis, including business valuation, to help drive decision-making. While providing you access to exclusive capital solutions to help facilitate the growth of your business and increase its value. She also acts as an accountability partner and trusted contact to help you grow your business and improve the overall valuation.

 

What Makes Me Knowledgeable?

Neepa attended The University of Texas at Austin, where she was part of the Professional Program of Accounting (PPA). She graduated with her Bachelor’s degree in Business Administration (BBA) and a Master’s degree in Professional Accounting (MPA). Neepa’s financial services career spans over 20 years, including public accounting with the Big 4, management consulting, private accounting, and FP&A for companies ranging from private to publicly traded. During that time, she worked with senior leadership teams in various capacities, the most prominent of which was in an financial advisor role helping grow and provide solutions for their businesses. She brings vast industry experience and analytical, consultative, and financial acumen to assist your business.

Getting to Know Me 

Originally from Boston, MA, Neepa now resides in sunny San Diego with her teacup yorkie, Moxie. She is an avid reader, with an interest in genres ranging from business strategy to self-development to fiction. Additionally, she loves staying active- running or the gym, traveling, golfing, and most importantly cheering on her favorite Boston and University of Texas sports teams.