Neepa is an LPL employee and is part of the CFO solutions program that supports multiple advisor’s businesses. The Chief Financial Officers at CFO Solutions analyze the advisors operations, assess their needs, and create a strategic plan to help them meet their immediate business objectives and future goals.
Neepa’s financial services career spans over 18 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.
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).
Originally from Boston, MA, Neepa now resides in sunny San Diego. 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, cooking, and most importantly cheering on her favorite Boston sports teams.