NAVEEN NEERUKONDA, CFP®
Founder
Since founding PVA Financial in 2018, I have aimed to create a more transparent and simplified financial planning and investment management process, focusing on ensuring that my clients are set on the right path by getting the basics covered (which are often overlooked) and then building from there.
Throughout my life, I've always had a passion for personal finance and investments. After careers as a Management Consultant and Investment Banker, I transitioned into Private Equity where I focused on transaction execution and portfolio management. My career has focused on advising businesses and individuals on financial, transactional and operational issues.
I grew up in the western suburbs of Chicago where I continue to live and raise my family with my wife, our three children and our dog, Leo. I earned my MBA in 2009 with a focus in Finance & Accounting from the Booth School of Business at the University of Chicago and a BS in Business Administration in 2001 with a focus in Finance from Washington University.
I'm a CERTIFIED FINANCIAL PLANNER™ professional.
PVA Financial LLC is a Registered Investment Adviser with the Securities and Exchange Commission