Meet The Team
Who We Are
Meet Our Bilingual Team
Jenny Dieppa
Founder & CEO
Jenny is the founder of Legacy Business Plans, bringing a wealth of expertise as a seasoned professional in the financial services industry with a specialization in small business strategy, business law, and immigration law. Originally from Uruguay, Jenny holds a Bachelor's Degree in Finance from Florida International University and an Associate's Degree in Legal Studies, a unique combination that allows her to offer comprehensive insights at the intersection of law and finance.
Over the years, she has developed a keen ability to understand a business owner's vision and transform it into a robust, profitable business model. Her expertise lies in conducting thorough financial analyses and preparing projected financial statements that serve as actionable blueprints for building and scaling successful businesses.
Through Legacy Business Plans, Jenny is committed to helping entrepreneurs turn their aspirations into reality, connecting, collaborating, and delivering the strategic guidance needed to achieve lasting business growth and success.
Jade Wang, CPA, CFA
Director of Financial Planning & Analysis
Jade is a finance executive with over a decade of experience in financial planning & analysis, financial modeling, and transaction advisory. A former Big 4 professional with PricewaterhouseCoopers (PwC), she has since built her career across private equity and high-growth environments, leading complex FP&A functions, financial due diligence engagements, and board-level reporting.
At Legacy Business Plans, Jade leads the firm's financial modeling, FP&A and pitch deck financials. She brings the same analytical rigor and attention to detail to every client engagement, whether supporting an acquisition, capital raise, or strategic growth initiative.
Jade's expertise spans scenario and sensitivity analysis, KPI framework design, cash flow forecasting, and multi-entity planning, translating complex financial data into clear, actionable insights for executive and investor audiences. Holding both the CPA and CFA designations, she brings a rare combination of technical depth, strategic thinking, and leadership that consistently delivers high-quality outcomes for clients and stakeholders alike.
Nelson Alvarez, CPA
Financial Strategist
Nelson is a seasoned accounting and finance professional with over a decade of experience in tax, accounting, and financial strategy.
A former Big 4 and top-tier consulting professional, Nelson began his career at PricewaterhouseCoopers (PwC) and CFGI, where he held multiple outsourced CFO roles managing cash flow, financial strategy, and accounting operations for mid-sized and large domestic companies.
At Legacy Business Plans, Nelson leads the firm's Fractional CFO services, helping growing businesses build financial infrastructure, manage cash flow, and execute on long-term strategy, without the cost of a full-time hire. He brings the analytical depth and professional standards of his Big 4 background to every engagement, serving as an embedded finance leader who drives real business decisions at every stage of growth. Nelson's approach is practical and proactive. He believes financial insight should power strategy, not simply satisfy compliance requirements. Whether helping a business scale, preparing for a capital raise, or building out financial operations from the ground up, Nelson delivers clarity, structure, and confidence at every stage.
Our team includes experienced analysts, financial professionals, and business plan consultants who contribute to research, financial modeling, financial due diligence, and client delivery across all engagements. Our CPA professionals all come from Big 4 firms, the world’s most prestigious accounting and financial advisory organizations, bringing institutional-grade rigor and the highest standards of financial expertise to every engagement. Our team speaks English, Spanish, and Mandarin.