What departments does C2 Private Wealth have?

C2 Private Wealth has employees across 3 departments including Operations, Marketing, Finance.

What is the largest department at C2 Private Wealth?

The largest department at C2 Private Wealth is Operations with 2 employees.

Where are C2 Private Wealth employees located globally?

C2 Private Wealth has employees across 1 continents and 2 countries including United States Of America, Canada.

How has C2 Private Wealth's team size changed over time?

C2 Private Wealth's team has grown from approximately 29 to 36 employees based on available data.

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C2 Private Wealth Employee Directory

Financial ServicesMichigan, United States11-50 Employees

C2 Private Wealth is a financial services firm based in Novi, Michigan. It designs and implements personalized retirement plans intended to guide clients through a range of financial scenarios. The company provides fee-based financial planning and investment advisory services through its SEC-registered investment advisory arm, while insurance products and services are offered through its affiliated C2 Insurance Services.

Its primary clients are individuals seeking structured retirement guidance and risk management. The firm operates within the financial services industry and offers an integrated suite of planning, investments, and insurance through its affiliated entities. As a mid-sized organization, it serves clients in Michigan with a coordinated approach across its services.

C2 Private Wealth Global Highlights

North America
45

United States Of America
44
Canada
1

C2 Private Wealth's Leadership

J. C.
Chief Operating Officer
Mobile Phone
Email
B. H.
Director Of Planning Operations
Mobile Phone
Email
R. J.
Marketing Analyst
Mobile Phone
Email
J. J.
Financial Advisor
Mobile Phone
Email

C2 Private Wealth Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Human Resources
Other
Legal
Finance

Contact profiles from C2 Private Wealth

Name

Title

Contact

Location

Last Update

J. C.
Chief Operating Officer
Mobile Phone
Email
Canada, Ontario
Oct 17, 2024
B. H.
Director Of Planning Operations
Mobile Phone
Email
Sep 03, 2026
R. J.
Marketing Analyst
Mobile Phone
Email
Jun 24, 2026
J. J.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is C2 Private Wealth known for?

C2 Private Wealth was founded in 2002 and operates in the Financial Services industry. You can contact C2 Private Wealth's main corporate office by phone at

+1-866-211-****

. Explore C2 Private Wealth's company overview page for more information.

What is C2 Private Wealth's most common email format?

C2 Private Wealth employees' email format typically follows the pattern of FLast@seniorplanningadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more C2 Private Wealth email formats with LeadIQ.

How many employees does C2 Private Wealth have currently?

C2 Private Wealth has approximately 39 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are C2 Private Wealth's key employees and leadership?

As of September 2026, C2 Private Wealth's key employees include:

Chief Operating Officer: J. C.
Director Of Planning Operations: B. H.
Marketing Analyst: R. J.
Financial Advisor: J. J.

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C2 Private Wealth Employee Directory

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