Christopher Jacob

As a Certified Financial Planner® (CFP), Christopher Jacob of Missouri, founded Cadeau with the goal of helping high wealth individuals and families with their unique financial needs. Over the past 34 years, Christopher has served 500 individual and corporate clients nationwide regarding the accumulation, protection, and preservation of their intellectual and financial capital. Through this counsel and assistance, he has helped clients with estate and income taxes. At Cadeau, Christopher and his team employ a proprietary methodology to help families discern, document and communicate what they intend their wealth to accomplish.

Whereas other financial planning firms may focus heavily on taking risks for large gains, Christopher Jacob and Cadeau favor a more conservative approach. By identifying areas in which their clients are unnecessarily, and often unknowingly, spending money, he and his team create an excess of funds without taking risks. Such an approach plays into what Christopher sees as his life’s purpose: to help people cultivate financial security.

Christopher Jacob fully understands that money is a point of stress and contention in many of his clients’ lives. As such, he prioritizes helping his clients see the “big picture” by simplifying the complexities that wealth can sometimes inject into their lives. At one point in his career, Christopher asked a client how the work they were doing aligned with his expectations of financial planning services. The client said that he believed Christopher and Cadeau would simply help him save taxes on his IRAs. Instead, they helped him to reevaluate his finances and shift his perspective on his money, focusing on building a solid financial plan that was then explained to his whole family. The client now refers to Christopher Jacob as his family’s “Wealth Coach.”

This praise is not taken lightly by Christopher and Cadeau. In fact, it serves as motivation and drive to continuously search for innovative solutions to the financial situations their clients face.

Christopher 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.