Varun K. Marneni, CFP®, CEPA

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."

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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. He was listed as one of Forbes' Best-in-State Wealth Advisors in 2024*. In 2023, he was honored as one of InvestmentNews' 40 under 40 rising stars*. From 2017 to 2024, Forbes featured Varun in their Top Next-Generation Advisors list*. 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.

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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.

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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 undermanagement, 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, 21,368telephone 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 to3/31/24 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 goto https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.

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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.