Jacob Filipowski, CF2

About Jacob Filipowski

Jake is an Investment Advisor Representative at Trajan Wealth with nearly a decade of experience helping individuals and families navigate their financial and investment needs. He is also a licensed Life, Health, and Accident insurance agent. Throughout his career, Jake has not only guided clients toward their financial goals but has also trained and coached financial advisors across the country on best practices, comprehensive financial planning, and strategies for helping clients achieve long-term success. This combination of hands-on client experience and advisor coaching has given him a unique perspective and well-rounded skill set.
Jake earned his bachelor's degree in Finance from the University of Pittsburgh. As a strong advocate for the fiduciary standard, he believes every recommendation should be made with his clients' best interests in mind. He takes the time to understand each client's unique goals, concerns, and values so he can provide honest guidance, meaningful education, and personalized strategies that help them pursue lasting financial confidence and peace of mind.
A Pittsburgh native, Jake grew up just north of the city before spending several years in Tampa, Florida. He has since returned home to the Pittsburgh area, where he enjoys being close to family and friends. Outside of work, Jake enjoys staying active at the gym, cooking, fishing, and cheering on his favorite sports teams.
Jake and his wife, Claudia, share their home with Luna, their energetic Australian Shepherd, who happily runs the household. Whether he's helping clients prepare for retirement or spending time with loved ones, Jake is passionate about empowering others to build the financial future they deserve.