Varun Marneni takes pride in intently listening to clients and helping them work towards achieving their financial objectives. As an experienced Wealth Advisor, he is well versed in investment management, tax efficiency, estate planning and risk minimization strategies. Varun is passionate about helping business owners with maximizing their enterprise value and their succession planning needs. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor® (CEPA®). Varun holds his Series 7, 24, and 66 licenses.
Over the course of his career, Varun has been continually recognized for his work. From 2017 to 2022, he was named to Forbes’ Top Next Generation Advisors list*. Beyond that, he was ranked as the No. 1 Financial Advisor in Georgia in 2020 and 2019 and is a frequent speaker at industry conferences and quoted in several publications. At CPC, Varun is a member of the investment and executive committee.
Varun began his financial services career in the Compliance division at Raymond James Financial. He learned fiduciary responsibilities and risk management procedures that are crucial both in financial planning and investment management. As an Advisor Choice Consultant, he amassed significant knowledge on the best practices in the wealth management industry.
In the community, Varun serves as Co-Vice Chair of the Board at Our House, a non-profit organization that provides quality early childhood education and comprehensive support for families experiencing homelessness. During his free time, he enjoys travelling, cooking and reading.
Varun Marneni takes pride in intently listening to clients and helping them work towards achieving their financial objectives. As an experienced Wealth Advisor, he is well versed in investment management, tax efficiency, estate planning and risk minimization strategies. Varun is passionate about helping business owners with maximizing their enterprise value and their succession planning needs. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor® (CEPA®). Varun holds his Series 7, 24, and 66 licenses.
Over the course of his career, Varun has been continually recognized for his work. From 2017 to 2022, he was named to Forbes’ Top Next Generation Advisors list*. Beyond that, he was ranked as the No. 1 Financial Advisor in Georgia in 2020 and 2019 and is a frequent speaker at industry conferences and quoted in several publications. At CPC, Varun is a member of the investment and executive committee.
Varun began his financial services career in the Compliance division at Raymond James Financial. He learned fiduciary responsibilities and risk management procedures that are crucial both in financial planning and investment management. As an Advisor Choice Consultant, he amassed significant knowledge on the best practices in the wealth management industry.
In the community, Varun serves as Co-Vice Chair of the Board at Our House, a non-profit organization that provides quality early childhood education and comprehensive support for families experiencing homelessness. During his free time, he enjoys travelling, cooking and reading.
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CFP ® | Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.
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