Varun K. Marneni, CFP®, CEPA

Varun K. Marneni, CFP®, CEPA

President & CEO, CPC
vmarneni@cpcadvisors.com
Show LinkedIn

Awards

Varun K. Marneni, CFP®, CEPA

About

Varun brings extensive expertise to CPC Advisors including wealth management, tax efficiency, estate planning, and risk management strategies. His passion lies in assisting business owners in maximizing their enterprise value and navigating succession planning. In Varun's own words: "I am committed to helping business owners. They dedicate their lives and make profound sacrifices to build their business, which in turn impacts their families, employees, and their communities. My mission is to stand by them, ensuring they make the most of their life's work and assist them in achieving their personal vision."

As a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and Certified Exit Planning Advisor® (CEPA®), Varun is well-equipped to deliver valuable guidance to our clients.

 

Varun’s outstanding work has earned tremendous recognition over the years. In 2023, he was honored as one of InvestmentNews' 40 under 40 rising stars*. From 2017 to 2023, Forbes featured Varun in their Top Next-Generation Advisors list*. In 2019 and 2020, he was ranked as the No. 1 Financial Advisor in Georgia. Varun is also a sought-after industry speaker and regularly contributes to various publications. At CPC, Varun serves on the Executive and Investment committees.

 

Beyond his professional commitments, Varun serves as Co-Chair of the Board at OurHouse, a non-profit organization dedicated to early childhood education and families experiencing homelessness. During his free time, Varun enjoys traveling, golfing, and cooking.

Charities

Articles

Navigating the Corporate Transparency Act: What You Need to Know
Educational Resources

Navigating the Corporate Transparency Act: What You Need to Know

Read more
The Human Side of Selling a Business
Education

The Human Side of Selling a Business

Read more
Disclosures

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

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 Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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.

2023 InvestmentNews 40 Under 40. Each year InvestmentNews recognizes 40 industry professions under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 when the honorees were announced. Over 1000 nominees were considered and 40 were chosen to receive the award in 2023. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. This ranking is based upon the period from 06/1/2022 to 6/1/2023 and was released on 06/05/2023. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.

Ready to begin?
Contact us