Christopher Jacob Missouri
President of Cadeau and Co-Founder of NextPoint Solutions
“As a Certified Financial Planner® (CFP), I founded Cadeau with the goal of helping high wealth individuals and families with their unique financial needs. Over my 34 year career, I have served 500 individual and corporate clients nationwide regarding the accumulation, protection, and preservation of their intellectual and financial capital. Through this counsel and assistance, we have helped clients with estate and income taxes. “
Christopher Jacob has counseled over 500 Families regarding the accumulation, protection and preservation of their intellectual and financial capital. He has been a leader in charitable planning for high wealth individuals and families for over two decades. His counsel and assistance have saved them millions in estate and income taxes.
Christopher Jacob, CFP® is the president and founder of Cadeau with more than 34 years of experience. Chris is a registered representative with Saxony Securities, Inc. (SSI). Chris Jacob is a nationally known financial educator and speaker. He has been referred to as The Estate Protector in the trade press and was featured in the Senior Market Advisor. He has conducted over 200 presentations across the country on topics including Zero Estate Tax Planning, Family Wealth Preservation, and Tax Smart Retirement Planning. Chris works closely with a large number of CPAs, attorneys, financial professionals, and charitable advisors.
He employs a sophisticated array of retirement and estate planning strategies for high net worth clients and advisors for preserving, protecting, and perpetuating family wealth. He is past president of the International Association of Advisors in Philanthropy. He’s spoken at Top of the Table twice in the last four years, most recently at the 2016 meeting in Quebec.
Chris is a native St. Louisan and spends much of his free time with his wife of 34 years, Geralyn, their three children, and three grandchildren. To say that he loves to fish is an understatement; he has taken it to an international level.
Chris Jacob is a Registered Representative with Saxony Securities, Inc.. Securities offered through Saxony Securities Inc. (SSI). Member FINRA, SIPC. Non-security products and services or tax services are not offered through SSI. Cadeau is not affiliated with SSI.