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Kunal Gupta

Kunal Gupta

AVP, Finance, CFO Solutions, LPL Financial

Kunal Gupta is an LPL employee and is part of the CFO Solutions program that supports multiple advisor's businessess since August 2021. He provides advisors with actionable insights based on financial and strategic analysis to help drive higher practice valuations.

Kunal’s career spans over 11 years in consulting and corporate financial planning and analysis. Prior to joining LPL Financial, he worked as a senior consultant for Robert Half. As a consultant, Kunal worked with a variety of Fortune 100 clients to streamline financial reporting processes, create financial models, perform analytics, and help manage the underwriting process. Prior to Robert Half, he worked within corporate finance for IBM and Aon Hewitt in Chicago. He collaborated cross functionally to make strategic recommendations, perform forecasting, and integrate processes using Excel and various applications.

Kunal earned his MBA in Finance from Washington University in St. Louis and his bachelor’s degree in economics from Wake Forest University. He holds the Chartered Financial Analyst (CFA) designation.

He grew up in Omaha, Nebraska and Hagerstown, Maryland. Kunal currently resides with his wife in San Diego, California. He enjoys reading, hiking, outdoors, watching sports, as well as playing and teaching tennis.