Jacob Zagor
Financial Advisor
As an advisor and insurance professional with C2 Private Wealth, Jake operates primarily out of the Livonia office. He has passed the Series 65 securities exam and holds a life and health insurance license in Michigan. He works with new and current clients in the creation and maintenance of their retirement plans.
Jake received his dual-major Bachelor of Business Administration degree in accounting and finance from Eastern Michigan University. He began his career in public tax accounting prior to joining C2 Private Wealth. He now enjoys helping coach clients through the retirement process and shifting their mindset from serving money to letting the money serve them. His priority is to provide clients with the ability to confidently enjoy retirement through the creation of a holistic retirement plan and continued education.
Jake likes to spend his free time with his friends and family, golfing, traveling and being outdoors.
Every C2 client journey starts with education.
We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.