Our Story

Radhika Lipton founded RADD LLC. to provide financial institutions with an all-in-one level of expertise that was missing in the market: internal auditing and compliance consulting, and customized compliance solutions – all from one experienced and trusted firm.

Based in Rancho Santa Margarita, CA, RADD has a proven track record of success with clients nationwide.
Our mission is to help financial institutions translate their vision into actions that optimize returns while mitigating risk and protecting their brand’s reputation.

Bringing to the table an extensive 30-year background, Radhika possesses a comprehensive understanding of compliance, operations, and risk management across various stages, particularly within the realm of prominent financial institutions. This expertise is paralleled by her amazing team, comprised of distinguished former senior compliance leaders and examiners. Collectively, they boast an average of 25 years of hands-on industry involvement.
The RADD team remains dedicated to remaining up-to-date with the evolving landscape of regulations, consistently participating in conferences and actively sharing their insights through blog posts and a LinkedIn Newsletter. It’s worth noting that our team members have firsthand experience, having previously worked within the financial institution space – we understand the challenges from your perspective.

Possessing extensive experience in the banking sector, Radhika has played a pivotal role in guiding multiple banking institutions through successful regulatory examinations. Her proficiency shines in areas such as policy and procedure development, audit management, and the strategic utilization of technology to enhance efficiency and cut costs.
Through RADD – Risk Advisory, Direction, and Delivery – clients gain access to the wealth of internal auditing knowledge, along with a compliance consulting partner who is fervently dedicated to preventing and resolving issues. Recognizing the distinct nature of each financial institution, we prioritize active listening to tailor the optimal approach and assemble the right team to address your specific requirements.
With the support of the RADD team, you can entrust your concerns regarding regulatory compliance to us, freeing you to concentrate on excelling in your organization’s core pursuits.

radd llc

Our Mission

Using RADD’s proprietary Advisory as a Service, we seek to enhance the success of selected industries by utilizing our years of experience, education and expertise to provide solutions and outcomes that ease Internal Audit and Regulatory Compliance concerns.

Our Vision

To serve the premier trusted advisor and auditor to the industries we serve and guide them through the challenges and complexity of risk management.

RADD’s Core Values


RADD’s core values can be summed up within the acronym HEART



Our disciplined approach drives clear choices, helps us anticipate changing conditions and allows usto plan for the future.

We ask questions that drive innovation and chart new paths.

We are always hungry for continuous improvement.



We think before acting.

We take pride and ownership in everything we do.

We act with integrity



Dependability drives accountability.

We each take personal responsibility for our commitments, actions, and results.

We empower each other to take ownership of our actions.



Our relationships are built on trust and opinions are valued.

Every  communication is thoughtful, intentional, and respectful.

Obsess over frictionless customer and employee experience.



Professionals and personal growth is part of our DNA.

Teamwork is paramount.

We are committed to developing our employees’
diverse talents, initiative, and leadership.

Radhika Lipton

Founder & CEO

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Radhika Lipton


Meet the RADD Team

Carolina Lipton

Administrative Assistant

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Dana Polentz

Senior Audit Consultant

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Dan Lipton

Chief Marketing Officer

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Justin O’Connor

Senior Auditor, Audit & Advisory

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Katey Proefke

Vendor Compliance Manager

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Louise Beasely

Audit Manager, Audit & Advisory

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Mallory Hamilton

Sales Consultant

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Rose-Marie Flisco

Regulatory Compliance Manager

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Shannon Shanahan

Marketing Assistant

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Steve Tabick

Regulatory Compliance Manager

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