Jacob Yaklin CFP®

Private Wealth Advisor

Jacob Yaklin grew up in Kingsville, TX, and graduated from Texas A&M University in 2016 with a degree in Agricultural Economics and a focus in Finance and Real Estate. Following graduation, Jacob was commissioned into the United States Marine Corps. There, he held many key leadership positions, including being his Battalion’s Financial Officer and the Company Commander of his unit.

Jacob’s goal and passion are to help families, professionals, and business owners reduce their stress around money and financial decisions. He advocates educating and coaching clients about their finances to empower them to make informed decisions.

Throughout his entire life, Jacob has been coached, whether while playing sports, attending Texas A&M, or serving in the Marine Corps. Every step of the way, he has had a mentor or an accountability partner who pushed him to be the very best version of himself. In today’s financial climate, people are required more than ever to understand the intricacies of financial planning, but most have never had the time or opportunity to be taught. Jacob now wants to give back and share the lessons and strategies that have contributed to his successes.

Jacob currently resides in the Gruene Historical District of New Braunfels, TX, with his wife, Melyn. In their free time, Jacob and his wife enjoy taking their dogs to the local parks, traveling, and finding all of the best local food spots.   He is also an automotive fanatic and never turns down the opportunity to talk cars.