Pupils Meet the Pros: Founder of planning agency advises students on success in the finance industry

Organized, recorded, and produced by an entirely student-run team, this podcast features a pupil sitting down with Naveen Neerukonda, CFP®, founder of PVA Financial, to explore his journey in the finance world. From his early days in consulting and investment banking to launching his own advisory firm, Naveen shares valuable lessons and career advice.

Topics include the impact of his MBA from Chicago Booth, insights from trading stocks in college, and key takeaways from working in private equity. He also dives into his passion for behavioral finance, balancing career with family, and his outlook on the future of finance in a tech-driven world.

The recording comes with questions for pupils to ponder and notes on key ideas.

Whether your pupils are interested in finance, business, or entrepreneurship, this episode offers a real-world look at building a career in finance with integrity and resilience. Importantly, as a student-led organization, we ask the questions students want answers to.