CPC’s new President & CEO Varun Marneni, CFP®, CEPA, was selected to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for the 7th consecutive year.
“There is a reason millions of families are entrusting their futures with this group,” said Forbes. “They have proven that they stand among the very best in wealth management. They’re seasoned, have lived through market cycles, and their deep relations with families—often representing three or more generations— position them among the best wealth management has ever seen. They are laser focused on having a positive impact and adding meaning while helping their clients to live better lives.”
Congratulations to Varun and the CPC team for being consistently recognized by this leading global financial media company!
The Forbes Next-Gen Wealth Advisors Best-In-State 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. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3
