Jake Filipowski Fiduciary, Financial Advisor

Jake is a fiduciary advisor 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 guided clients toward their financial goals and has also mentored fellow financial advisors on best practices, comprehensive financial planning, and strategies for helping clients pursue long-term success. That combination of hands-on client work and advisor coaching gives him a well-rounded perspective.

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 goals, concerns, and values so he can offer honest guidance, meaningful education, and personalized strategies built around 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, he stays active at the gym and enjoys 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.