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Jacob Malina

Financial Planning Associate

Jacob Malina

Financial Planning Associate

Biography

Originally from the Chicagoland area, Jacob joined Plancorp in 2017 after graduating from, Kelley School of Business with a Bachelor’s in Finance and minor in Political Science. While in college, Jacob volunteered for a number of organizations.

Jacob’s passion for helping clients find the best financial solutions and the challenge of working through complicated financial situations makes him a natural fit for Plancorp. He says he was especially drawn to our firm because of our team-based culture and focus on employee development. In his free time, Jacob enjoys, golf, snowboarding, photography and travel. He also loves to explore the food scene here in St. Louis.

Education
  • Indiana University, B.S Finance with a minor in Political Science

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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