C2P Honored with 2023 NorthCoast 99 Great Workplace Award

Accomplished firm C2P and its model office JL Smith celebrate well-deserved recognition as a great place for top talent to work. 

CLEVELAND, Ohio, September 1, 2023 — C2P, a holistic financial services company that aims to simplify financial planning for advisors and the clients they serve, has been recognized as a great workplace for top talent in Northeast Ohio area by receiving the 2023 NorthCoast 99 award. 

Founded and produced by ERC, NorthCoast 99 is an award program that annually honors 99 exceptional Northeast Ohio workplaces that prioritize top talent attraction, development, and retention. Winners are evaluated and selected based on criteria including organizational strategy, talent acquisition, employee well-being, engagement, rewards, and diversity and inclusion efforts. 

The NorthCoast 99 recognition is a testament to C2P’s unwavering commitment to creating an outstanding work environment that fosters innovation, growth, and collaboration. This achievement reflects the company’s dedication to a “people first” mentality, established by one of their core values of the same name. C2P believes that providing its employees with a supportive and enriching workplace culture that values their contributions and happiness is critical to their success.  

“It is a tremendous honor for all of us at C2P to receive the 2023 NorthCoast 99 award,” said Pablo Terra, Chief People Officer at C2P. “We truly believe every team member at C2P, no matter what role they play, have all helped us achieve this award. “This is a huge accomplishment for all of us, and we will never stop trying to get better and better every day.” 

The NorthCoast 99 award is a prestigious recognition in the region and signifies C2P’s dedication to being an employer of choice. It reflects the company’s continuous efforts to provide employees with opportunities for growth, competitive benefits, and a dynamic workplace environment. 

Adding to the celebration, C2P’s model office, JL Smith Wealth & Tax Planning, a comprehensive financial planning services firm, also founded by C2P’s CEO, Jason L Smith, has been honored with the same esteemed award. This dual recognition underscores C2P’s commitment to consistently providing an outstanding workplace experience for its employees across all operations. 

“We are deeply honored to be named a 2023 NorthCoast 99 Award winner,” said Jason, Founder and CEO of JL Smith and C2P. “This recognition is proof that creating an environment that empowers employees to excel — and have a great deal of fun in the process — is key to any business’s success and standing.”

“Through our collaborative efforts as a team, we can provide impactful solutions that enable families to attain true prosperity.” 

To celebrate the region’s winners, the 25th annual invitation-only awards event will take place on September 21, 2023, from 5 – 8 p.m. at the Hilton Cleveland Downtown. 

For more information about C2P and its commitment to excellence in the financial advisory industry, please visit https://c2penterprises.com/ 

 About C2P  

C2P is a holding company comprised of four platforms, each designed to simplify holistic financial planning for advisors and the clients they serve. Driven to provide products and solutions in the best interest of every client, C2P offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help advisors accomplish their goals. C2P is committed to upholding fiduciary best practices and raising industry standards by offering a higher quality of financial planning services to families worldwide.

Investment advisory services are provided by C2P Capital Advisory Group, LLC d/b/a Prosperity Capital Advisors, LLC (“PCA”) an investment adviser federally registered with the Securities and Exchange Commission (SEC).)