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. Alongside managing investments, I also provide strategic advisory work for small businesses that seek capital or positioning themselves for exit.
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 and our three children. I 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.
I'm a CERTIFIED FINANCIAL PLANNER™ professional.
PVA Financial LLC is a Registered Investment Adviser and a Registered Business Broker in the State of Illinois.