Christopher Jacob, CFP®, is the president and founder of Cadeau, a Missouri-based financial planning firm, and a registered representative with Saxony Securities, Inc. (SSI). With over 34 years in the financial services industry, Chris has developed a specialty in retirement planning for individuals and business owners. Chris is a CERTIFIED FINANCIAL PLANNER™ professional who became security licensed in 1986. He received his Bachelor of Science in Economics from the University of Illinois at Urbana-Champaign in 1984.
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.
“I help individuals and families cultivate security by accumulating, protecting, and preserving their financial capital.”-Christopher Jacob, on his work with Cadeau.
Over the course of his 30+ years in the industry, Chris has served more than 500 individual and corporate clients nationwide regarding the accumulation, protection, and preservation of capital. Chris takes his job very seriously—in fact, Chris feels his purpose in life is to help people cultivate security. It just so happens that security is cultivated from a financial perspective.
Cultivating security is the driving motivation behind everything Chris and his team at Cadeau works for. They bring this purpose to life by adopting the philosophy that avoiding losses is a safer and more effective way at developing and maintaining wealth—a principle that sets them apart from other firms who work to choose winning investments rather than protect client’s existing wealth.
Christopher Jacob recognizes that financial planning is a complex and confusing subject for many of his clients. Most often, educating clients on the ins and outs of finances can be the hardest part of his job. That’s why Chris and his team choose an education-first based approach. By teaching financial literacy to his clients, he is able to do more for them in the long run and the client feels more confident about their financial situation.
Chris is a nationally recognized financial educator and speaker. He has conducted over 200 presentations across the country on a wide variety of topics including Estate Tax Planning, Family Wealth Preservation, and Tax Smart Retirement Planning. Christopher has been a feature guest speaker on several occasions at the Million Dollar Round Table’s Top of the Table and Insmark Symposium. He has garnered the nickname, “The Estate Protector” from the trade press, and is warmly known as the “Family Wealth Coach” to a handful of long-time clients.
Throughout his career, Christopher Jacob has been a member of various organizations and a Board Member and consultant to several charities. Chris is a proud supporter of BJC, The Humane Society, UMSL, Maryville University, Missouri Botanical Garden, Nine Network, and Webster University. He previously served as the Board President of the International Association of Advisors in Philanthropy and as a Board Member of the Missouri Baptist Legacy Advisory Council.
When Christopher Jacob isn’t working, you can find him spending time with his family and fishing. Married to his wife of 34 years, Geralyn and Chris have three children and three grandchildren.