Varun Marneni
President & CEO, CPC Advisors (Consolidated Planning Corporation)
Atlanta, Georgia, United States
Professional Overview
Varun Marneni is an accomplished financial services executive with over a decade of experience in wealth management, compliance, and strategic advisory roles. As the President and CEO of CPC Advisors, he leverages his deep industry expertise to drive the firm's growth, enhance client service, and strengthen its position as a leading financial planning and investment management firm.
Experience Summary
Current Role
As the President and CEO of CPC Advisors, Varun is responsible for setting the strategic vision and direction of the firm. He oversees all aspects of the business, including client service, investment management, compliance, and operations. Under his leadership, CPC Advisors has experienced significant growth, expanding its client base and diversifying its service offerings to meet the evolving needs of its high-net-worth clientele.
Career Progression
Prior to his current role, Varun served as the Executive Vice President at CPC Advisors, where he played a crucial role in strengthening the firm's compliance framework and enhancing its investment management capabilities. Before that, he held the position of Financial Advisor at CPC Advisors, during which he developed a reputation for providing personalized, holistic financial planning solutions to his clients.
Varun's career started at Raymond James, where he held roles as an Advisor Choice Consultant and a Compliance Advisor, gaining valuable experience in the financial services industry and building a strong foundation in regulatory compliance and client service.
Academic Background
Varun holds a Bachelor of Business Administration (BBA) degree from the University of Georgia, with a specialization in Finance. He has also completed various industry certifications, including the Certified Financial Planner (CFP) designation, further enhancing his expertise in wealth management and financial planning.
Areas of Expertise
- Wealth management and financial planning
- Investment portfolio construction and management
- Compliance and risk management
- Strategic planning and business development
- Client relationship management and service excellence
Professional Impact
Under Varun's leadership, CPC Advisors has consistently outperformed industry benchmarks, delivering superior investment returns and personalized financial planning solutions to its clients. He has played a key role in expanding the firm's service offerings, including the introduction of comprehensive financial planning, tax optimization strategies, and alternative investment opportunities.
Varun is actively involved in the local community, serving on the board of directors for several nonprofit organizations and mentoring aspiring financial professionals. He is a frequent speaker at industry conferences and has been recognized for his contributions to the field of wealth management.
Conclusion
With his strategic vision, strong leadership skills, and unwavering commitment to client service, Varun Marneni is poised to continue driving the growth and success of CPC Advisors. As the firm's President and CEO, he is well-positioned to guide the organization through the evolving financial landscape and solidify its position as a trusted partner for high-net-worth individuals and families.
