A Certified Financial Planner® (CFP), Christopher Jacob founded Cadeau, a Missouri-based financial planning firm, with the goal of helping high wealth individuals and families with their unique financial needs. Throughout his impressive 30-plus year career, Chris has served 500 individual and corporate clients nationwide regarding the accumulation, protection, and preservation of their intellectual and financial capital.
Christopher Jacob and Cadeau set themselves apart from other financial planning services by infusing meaning into everything they do. For them, their purpose is to cultivate security for their clients and all who step through their doors. Chris understands that finances are a universal stress. Whether someone has a lot or a little, they’re concerned with how they can get more or keep what they have safe. To back up such a purpose, Chris and his team utilize an array of creative strategies that focus on how clients can avoid losses, rather than picking the winners.
Through this counsel and assistance, Chris and his team have helped clients with estate and income taxes. Christopher Jacob and the Cadeau team employ a proprietary methodology to help families discern, document and communicate what they intend their wealth to accomplish. In addition to retirement and charitable planning, Chris Jacob offers a variety of financial services through Saxony Securities, Inc. These include investment selections in equities, life insurance, Long-term Care, and annuities.
Christopher Jacob recognizes that for a majority of people, finances are a complex and confusing entity, which is why he makes financial literacy a top priority. One of the most difficult parts of being a financial planner is not overwhelming clients with a mass of information that’s difficult to grasp. Chris often describes financial planning as trying to explain a visit to the Grand Canyon to someone. It’s magnitude and beauty is hard to describe to someone if they’ve never seen it in person. The same can be said about financial planning. They don’t know the size and scope of all the options available to them until they sit down with an advisor.
Christopher Jacob received his Bachelor of Science in Economics from the University of Illinois at Urbana-Champaign in 1984. In 1994, Chris founded Cadeau with hopes of helping clients identify money that they’re losing unknowingly and unnecessarily. When he has the time, he enjoys taking his knowledge and insight on the road. With over 200 presentations under his belt, Chris has been referred to as “The Estate Protector” and was featured in Senior Market Advisor.
His experience, combined with his strong commitment to his clients, makes Christopher Jacob uniquely positioned to help you address your concerns and plan for tomorrow and the years to follow. When he’s not working diligently for his clients, Chris can be found spending time with his family or on the bank of a lake, fishing pole in hand.
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.
Founder and President
1994 – Present
Greater St. Louis Area
Saxony Securities, Inc.
Certified Financial Planner™ and Registered Representative
Jan 2018 – Present
Securities offered through Saxony Securities, Inc., Member FINRA/SIPC
Many people have preconceived notions of who a financial advisor is and what they do, and for good reason. I’d hazard a guess that if you have previously consulted a financial advisor or planner they talked about how much money you have, where you have it stored, and...
This is adapted material from a talk Christopher Jacob gave in 2017 about qualified plans and a video featuring Chris Jacob from Steve Savant’s Money: The Name of the Game. We left off Part 1 of this series with a question: Do you know what $21,178,131,878,700...
This is transcribed material from a talk Christopher Jacobs gave in 2017 about qualified plans. How many people have some sort of qualified plan? Most people. So, what do these qualified plans do? Well, they really do two things. The first thing they do is this: they...