Jason MacLean

Jason MacLean is a Financial Advisor at C2 Private Wealth, where he works closely with individuals and families to help them prepare for and transition into retirement.

‍

Jason graduated from Grand Valley State University with a Bachelor’s degree in Interdisciplinary Studies, with a focus on Leadership and Financial Management. He is a Series 65 licensed fiduciary and is also licensed in Life and Health insurance in Michigan.

‍

Jason takes a math-driven approach to financial planning, helping clients navigate the decisions that come with preparing for retirement and creating a plan designed around their individual goals and vision for the future. He finds great fulfillment in helping clients turn years of hard work and saving into a retirement they can enjoy with confidence.

‍

For Jason, one of the most rewarding parts of being a financial advisor is seeing the impact thoughtful planning can have on people’s lives and helping clients pursue the retirement they have worked their entire lives to achieve.  In his free time, Jason enjoys spending time traveling, being outdoors, and being on the lake with friends and family.

‍

‍