CPC has long supported the Ronald McDonald House Charities of Atlanta, an organization providing families with a home away from home while their sick or injured children receive care at a local hospital.1
Members of our team recently enjoyed a night serving chicken pot pie and other comfort food for families after their long day at the hospital.
This August marked 20 years of service with CPC for Blake Flood, CFP®. The team had a wonderful time recognizing this achievement over lunch.
A note from Blake reflecting 20 years at CPC
The last 20 years have been eventful. We have seen various market cycles, expansions/recessions and political machinations of a high order. Through it all, I witnessed our firm grow and continue to help our clients achieve their objectives.
I am grateful for the relationships with our clients and also thankful for my wife, Karin, and three daughters-Kelsey, Claire and Abigail.
For the second year in a row, Financial Advisor Varun Marneni, CFP® was invited to speak on a panel at the Forbes National Conference this past September. Varun discussed the importance of financial planning and shared some of CPC’s best practices with attendees.
Varun was recognized by Forbes’ as America’s Top Next-Generation Wealth Advisors.2 The selection process, developed by SHOOK Research, considered over 5,800 advisors born 1980 or later with at least 4 years of relevant experience. The rigorous process included rounds of surveys, telephone and in-person interviews, as well as qualitative and quantitative factors in order to narrow the list down to select advisors. Congratulations, Varun!
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