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Forbes’ list of America's Top Next-Gen Wealth Advisors 2020
August 19, 2024
Congratulations, Varun!
Varun Marneni, CFP® and Financial Advisor at CPC, has just been named to the Forbes’ list of Top Next-Gen Wealth Advisors 2020. He also ranked #1 in Georgia. Varun achieved the exact same two distinctions in 2019. He was also recognized by Forbes as a Top Next-Gen Wealth Advisor in 2017-2018. Don’t you love consistency?
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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