Bhavana Choppa

🎓 MBA Finance | AIMS IBS | Finance Enthusiast

Role: Us Tax Analyst at Wipfli Financial Advisors
Location: Bengaluru, KA, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Bhavana Choppa

I\'m an MBA Finance candidate at AIMS IBS Business School, with a passion for investments, valuation, and equity markets. I recently completed a hands-on project in Systematic Investment Analysis, where I evaluated strategies for disciplined investing, portfolio performance, and risk-adjusted returns using real market data.I\'m actively seeking opportunities in Equity Research, Investment Banking, or Asset Management, where I can leverage my analytical thinking, project experience, and strong work ethic. I’d love to connect with professionals open to mentoring or discussing finance careers.Tools & Skills: Excel, Financial Ratios, Investment ResearchApproach: Curious. Reliable. Approachable.

Experience

Us Tax Analyst
Wipfli Financial Advisors
Nov 2025 — Present · Bengaluru, IN

Education

Sri Chaitanya College of Education
MEC
2018 — 2020
AIMS IBS Business School
Master of Business Administration - MBA
2023 — 2025
Nalanda High School
Class X
2018 — 2018
SDHR Degree College, Tirupati
B. com(C.A)
2020 — 2023

Contact information

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Work email
•••••@wipflifinancial.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wipfli Financial Advisors

Financial Services · 62 employees · Wauwatosa, Wisconsin, United States

At Wipfli Financial, we see things differently. We opened for business in with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we’ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation\'s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we’re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we’re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives. To learn more about our services and connect with our advisors, visit: Website: wipflifinancial.com Blog: onebiteblog.com Facebook: facebook.com/wipflifinancial Twitter: twitter.com/WipfliFinancial YouTube: youtube.com/wipflifinancial A copy of our current Form ADV Part 2A brochure discussing our advisory services and fees is available upon request or at

wipflifinancial.com

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About Bhavana Choppa

Experience

Us Tax Analyst

Education

Sri Chaitanya College of Education

AIMS IBS Business School

Nalanda High School

SDHR Degree College, Tirupati

Find verified contacts for anyone on LinkedIn