NAVEEN NEERUKONDA, CFP®
Since founding PVA Financial in 2018, Naveen has aimed to create a more transparent and simplified financial planning and investment management process, focusing on ensuring that his clients are set on the right path by getting the basics covered (which are often overlooked) and then building from there. Alongside managing investments, he also provides strategic advisory work for small businesses that seek capital or positioning themselves for exit.
Throughout his life, Naveen has always had a passion for personal finance and investments. After careers as a Management Consultant and Investment Banker, he transitioned into Private Equity where he focused on transaction execution and portfolio management. His career has focused on advising businesses and individuals on financial, transactional and operational issues.
Naveen grew up in the western suburbs of Chicago where he continues to live and raise his family with his wife and their three children. Naveen earned his MBA with a focus in Finance & Accounting from the Booth School of Business at the University of Chicago and a BS in Business Administration with a focus in Finance from Washington University in St. Louis.
Naveen is a CERTIFIED FINANCIAL PLANNER™ professional.
PVA Financial LLC is a Registered Investment Adviser and a Registered Business Broker in the State of Illinois.