Elite recognition rewards team effort for their expertise and breadth of services sought by investors.
The CPC Advisors team just keeps getting better and better.
The wealth management firm located at 1475 Peachtree Street in Atlanta was recently named to the Financial Times 300 Top Registered Investment Advisers List.
“This is quite an achievement when you consider the size of our firm and the fact that there are some 13,000 registered investment advisors (RIAS) in the country,” said CPC Founder and President Mike Hines. “That puts us in the top 5% of financial planning companies – a feat that we are extremely proud of.”
“The best thing about this recognition is that it celebrates teamwork,” said S.V.P. Bob Bordett. “From our Investment Committee and Financial Advisors to our Client Service and Operations folks, it’s working together to do what is best for our clients that’s created our success.”
“Clients seek reassurance in volatile times,” added CPC’s Varun Marneni. “We’ve been helping clients navigate life and make astute decisions about their wealth management for over four decades. So we’ve pretty much seen it all.”
“Yes, we are known for helping our clients plan and implement investment strategies,” said Financial Planner Adele Gipson, “but there is a lot more trusted advice and expertise we bring to the table. We help with everything from insurance coverage to minimizing taxes, estate planning and Social Security. In fact, there are 100 Ways we help our clients grow, manage and preserve their wealth.”
“The recognition is great,” added Blake Flood, Financial Advisor. “But it’s seeing the smiles on our clients’ faces that is the ultimate reward. We love what we do – and it shows.”
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