C2P Enterprises Employee Directory

Financial ServicesOhio, United States11-50 Employees

C2P Enterprises is a mid-sized financial services holding company based in Westlake, Ohio, comprising four brands that aim to simplify the financial planning process for advisors and their clients. The organization is led by financial advisors, coaches, mentors, and business leaders who bring a decade of hands-on experience in training, supporting, and empowering financial advisors in holistic approaches that support business growth. Its focus is to streamline planning workflows for advisors and their clients through turnkey resources and programs.

Its primary customers are financial advisors seeking structured, scalable methods to develop and serve clients, as well as succession planning to cultivate the next generation of advisors. In 2023 it launched programs such as the Advisor Career Path and Compensation Program and A Woman's Clarity, aimed at supporting succession planning and expanding advisory capabilities. The organization has earned industry recognition, including a finalist designation in Thought Leadership and Education in 2023 and individual honors such as a ThinkAdvisor LUMINARIES award for a member of its leadership, along with the NorthCoast 99 award for its chief people officer; it also participated in the Mastermind Collegium event in Pittsburgh in June 2024.

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