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Varun Marneni
Financial Advisor @ CPC Advisors
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Varun Marneni

Financial Advisor @ CPC Advisors
As a certified financial planner, Varun Marneni provides investment management, estate planning, and retirement planning advice at CPC Advisors in Atlanta, Georgia. Varun Marneni works closely with his clients to first identify their financial objectives and then to create and implement strategies to help them work toward their objectives. In 2020, Varun Marneni oversaw the opening of a new CPC Advisors office in Athens, Georgia, and held a seat on the firm's investment committee. He also assisted with the development of new proprietary impact investing portfolios. Varun is a member of CPC's executive Committee. Prior to joining CPC Advisors in 2014, Mr. Marneni served as an advisor choice consultant at Raymond James in St. Petersburg, Florida. 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. Varun Marneni is a graduate of the University of Florida.
CPC Advisors
University of Florida
Atlanta, GA, USA

Professional Background

  • Current status
  • Profession
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  • Work experience
  • Management
  • Highest level of education

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  • Freelance

Work Experience

Financial Advisor

Oct 2014 - Present

Advisor Choice Consultant

Sep 2012 - Oct 2014
2 yrs 2 mos

Education

Other
Finance
2007 - 2011