C2P Enterprises, LLC Employee Directory
Financial ServicesOhio, United States51-200 Employees
C2P Enterprises, LLC operates as a holding company within the financial services industry, based in Westlake, Ohio. It comprises four distinct brands designed to simplify financial planning for both advisors and their clients. Each brand offers education, training, resources, and tools, alongside access to a broad range of investment and insurance vehicles tailored to individual financial situations. The group emphasizes fiduciary best-interest practices and aligns with industry-standard training to deliver holistic planning services to families across the United States and worldwide. The company targets financial advisors and the families they serve by providing turnkey resources for education and succession planning, including programs developed to cultivate the next generation of advisors. In 2023 it launched the Advisor Career Path and Compensation Program as a key component of its education and succession-support offerings.