Chris Jacob

Chris Jacob, CFP, is the Co-Founder of NextPoint Solutions, an insurance-focused advance planning firm. He is also a founding member of Repredict, a software company that generates insurance performance predictions using its own patented AI process.

Over the course of his 37 years in the industry, Chris has advised over 500 individual and corporate clients on the accumulation, protection, and preservation of capital, including estate, qualified plan, and employee benefit optimization strategies.

Chris obtained his CERTIFIED FINANCIAL PLANNER degree in 1988. He received his Bachelor of Science in Economics from the University of Illinois at Urbana-Champaign in 1983.

The most significant quality Chris possesses is his unique ability to distill complex financial planning solutions and structures and present them in a way that is not only engaging and educational, but actionable and results-driven.