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C2 Private Wealth jobs and careers

About C2 Private Wealth

Financial planning, retirement education, and wealth management for those approaching or already in retirement. Information contained in posts should not be construed as a recommendation to buy or sell securities, insurance or other products and services. An endorsement of this individual is not a referral of her for investment advisory services and may not reflect others’ views or experience. Investment Advisory Services offered through C2 Private Wealth, an SEC Registered Investment Advisory firm. Registration does not imply a certain level of skill or training. Insurance products are offered through C2 Insurance Services. C2 Private Wealth does not offer insurance products. The insurance products offered by C2 Insurance Services, are not subject to Investment Advisor requirements. C2 Private Wealth and C2 Insurance Services are affiliated companies.

Employees
11 to 50

Leadership

The top of C2 Private Wealth's org chart, with how many people report into each leader.

KC

Kirk Cassidy

President and CEO

19 reports

BHPhoto of Brittany Henson

Brittany Henson

Director of Planning Operations

6 reports

KRPhoto of Kevin Richman

Kevin Richman

Vice President of Client Experience

5 reports

LBPhoto of Lea Boreland

Lea Boreland

Director of Growth

2 reports

TAPhoto of Troy Aikins

Troy Aikins

Administrator Coordinator

VC

Vanessa Carvalho

Staff Accountant

BG

Barry Garrett

Chief Compliance Officer

Jobs at C2 Private Wealth

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