CGN Advisors, LLC
Beth Agnello is an experienced financial professional currently serving as an Investment Advisor Representative at CGN Advisors, LLC, and a Financial Planner at Fair Winds Financial Advice, both since October 2018. Beth previously held positions as the Work-Based Learning Director at Forsyth Technical Community College from February 2007 to 2018 and as the Small Business Center Director at Davidson County Community College from June 2005 to December 2006. Early career roles included teaching adult basic skills and GED preparation at Pamlico Community College and co-owning Sail-Dive Charters, a vacation business in the US Virgin Islands. Beth's finance background includes serving as Associate Director at TIAA-CREF from May 1988 to June 1995. Educational qualifications include an MBA in Finance and Accounting from Cornell Johnson Graduate School of Management and a B.S. in Zoology from the University of California, Davis.
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CGN Advisors, LLC
CGN Advisors is a Fee-Only, SEC registered investment advisor (RIA) firm. The firm was launched with a vision to: “Provide a best-in-class turnkey RIA platform with superior advisor service that Fee-Only financial advisors leverage to provide superior client service.” CGN Advisors is a “silo” structured advisory firm, which is defined as multiple advisor offices using a shared platform, technology stack, home office staff and resources, but where each advisor within the firm has their own clients, for which they are individually compensated. Practically speaking, Fee-Only financial planners join CGN Advisors, and the firm takes many of the operations, billing, technology, marketing, compliance and investment management functions off their plate so they can spend more time focusing on what truly matters–financial planning for their clients. With headquarters located in Manhattan, KS, CGN provides its local planning office and advisors around with country with built-in business continuity, in-house paraplanner services, and professional portfolio management services. Through its intentional growth strategy, the firm currently has almost 40 partner advisor offices around the country. See Website for Disclosures.