Chris Jacob CFP

Chris Jacob, CFP® is the president and founder of Cadeau. With more than 30 years of experience, he specializes in retirement planning for individuals, business owners, and endowments for charities.

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. This includes estate and investment tax strategies as well.

Chris is a nationally recognized financial educator and speaker. He has been featured in the Senior Market Advisor and has conducted more than 200 presentations across the country on a wide range of topics, including Estate Tax Planning, Family Wealth Preservation, and Tax Smart Retirement Planning. He also offers continuing education for CPAs, attorneys, CFP® professionals, charitable advisors, and colleagues in the financial advisory industry. In 2013, he was a guest speaker at the Million Dollar Round Table’s Top of the Table and the Insmark Symposium.

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.

Over the years, Chris has been a member of a number of organizations and charities. Currently, he is a Board Member of the University of Missouri-St. Louis (UMSL) Planned Giving Council. He serves as a consultant to several charities, including BJC, The Humane Society, UMSL, Maryville, Missouri Botanical Garden, Nine Network, and Webster University. Previously, he served as the Board President of International Association of Advisors in Philanthropy and as a Board Member of the Missouri Baptist Legacy Advisory Council.

Chris is a native St. Louisan and spends much of his free time with his wife, Geralyn, of more than 26 years, their three children, and grandchild. To say that he loves to fish is an understatement; he has taken it to an international level.

"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."

Chris Jacob CFP

Schedule a free, no-obligation consultation

Whether you have been building wealth for years or are just starting out, I'd like to schedule a consultation with you to review your goals and customize a financial plan that is unique to your situation.

Phone: (314)579-9180

Email: cjacob@nextpointsolutions.com

Website: http://www.wherelifemeetswealth.com/

KEVIN NUBER

Personal Wealth Coach

For the last 10 years, Kevin has coached over 3,000 financial professionals on how to implement proven wealth strategies for their clients. He’s developed close to 2,500 strategies for individuals and families with a focus on increasing their personal wealth. And over $100.3 million dollars have been put into those accounts.

JORDAN ARIAS

Personal Wealth Coach

Jordan has been in the financial industry for over 10 years and has coached over 2,000 financial professionals nationwide on proven wealth strategies. He currently serves as a personal consultant for four of the top financial advisors in the entire country; advising them on what strategies need to be implemented that are in the best interest of their clients. Over $90 million have been put into these wealth accounts.

BRIAN MANDERSCHEID

Advanced Markets Strategist

Working with over 1,500 financial advisors, Brian develops and recommends financial strategies that are in the best interest of their clients. With a specialty in advanced markets and wealth-building, he analyzes the needs and goals of individuals and families and provides easy-to-understand, vibrant illustrations of where they currently are versus where they can be if implemented correctly.