Varun K. Marneni, CFP®

Financial Advisor, RJFS

Varun K. Marneni, CFP®

Financial Advisor, RJFS
vmarneni@cpcadvisors.com

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Varun is well versed in investment management, estate planning, retirement analysis and tax minimization strategies. Born in India, Varun moved to America as a child and grew up in Orlando, Fl. After experiencing the smart financial decisions that allowed his family to thrive in a foreign country, he was inspired to pursue a degree in finance at the University of Florida. His family experience, academic background and eagerness to help others were the foundation of Varun’s decision to pursue a career in wealth management. Recognized by Forbes in 2017 as one of America’s Top Next Generation Wealth Advisors*, Varun takes pride in intently listening to clients and providing a roadmap to help achieve their objectives.

Varun started his career in the Compliance department of Raymond James Financial services. During his tenure, he was a recipient of the Service 1st award and learned critical risk management techniques that are crucial both in financial planning and investment management. After compliance, Varun worked in the Business Development unit for Raymond James, where he assisted several Financial Advisors throughout the industry transition their practices to Raymond James. Additionally, he also provided mentorship and training to other associates. In his prior roles, Varun found it rewarding to assist Financial Advisors achieve their objectives. It’s with the same commitment to help clients pursue their goals that he decided to join Consolidated Planning Corporation as a Financial Advisor.

In addition to being a CFP® certificant, Varun also holds his Series 7, 66 and 24 licenses. Within the community, Varun is a committee member for Our House, a non-profit organization that provides quality early childhood education and comprehensive support for families experiencing homelessness.

His hobbies include watching football, reading and fitness.

vmarneni@cpcadvisors.com

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Varun is well versed in investment management, estate planning, retirement analysis and tax minimization strategies. Born in India, Varun moved to America as a child and grew up in Orlando, Fl. After experiencing the smart financial decisions that allowed his family to thrive in a foreign country, he was inspired to pursue a degree in finance at the University of Florida. His family experience, academic background and eagerness to help others were the foundation of Varun’s decision to pursue a career in wealth management. Recognized by Forbes in 2017 as one of America’s Top Next Generation Wealth Advisors*, Varun takes pride in intently listening to clients and providing a roadmap to help achieve their objectives.

Varun started his career in the Compliance department of Raymond James Financial services. During his tenure, he was a recipient of the Service 1st award and learned critical risk management techniques that are crucial both in financial planning and investment management. After compliance, Varun worked in the Business Development unit for Raymond James, where he assisted several Financial Advisors throughout the industry transition their practices to Raymond James. Additionally, he also provided mentorship and training to other associates. In his prior roles, Varun found it rewarding to assist Financial Advisors achieve their objectives. It’s with the same commitment to help clients pursue their goals that he decided to join Consolidated Planning Corporation as a Financial Advisor.

In addition to being a CFP® certificant, Varun also holds his Series 7, 66 and 24 licenses. Within the community, Varun is a committee member for Our House, a non-profit organization that provides quality early childhood education and comprehensive support for families experiencing homelessness.

His hobbies include watching football, reading and fitness.

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 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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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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