Courageous Citizenship and Finding Common Ground
March 5, 2026
by Deb Dubin, Chief Philanthropy Officer Philanthropy has a role to play in fostering healthy civic di...
Jacob Malina
Advisor
CFP®, CPWA®, AIF®
Jacob Malina’s experience providing personalized financial solutions to ultra-high-net-worth, multi-generational families gives him a deep understanding of the complexities and unique planning needs that accompany wealth. His technical expertise in this space includes preparing tax projections and reviewing estate plans and wealth transfer strategies.
Jacob joined Moneta as an Advisor after seven years at Plancorp as a financial planner and wealth manager. He earned his Bachelor of Science degree in Finance with a minor in Political Science from the Kelley School of Business at Indiana University and his Certified Private Wealth Advisor® (CPWA®) Certification from the University of Chicago’s Booth School of Business. He is also a CERTIFIED FINANCIAL PLANNER® and an Accredited Investment Fiduciary®.
Away from work, Jacob serves as board member for the Indiana University Alumni Association St. Louis Metro Chapter. He loves traveling, exploring new restaurants with his wife, and staying active by golfing, snowboarding, and hiking.
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Monthly Recap – February 2026
March 5, 2026
February Observations Volatility Continues on AI Disruption and Geopolitics U.S. equities were mixed i...
Quick Take: U.S.-Israel Strikes on Iran
March 3, 2026
Many awoke to news last Saturday morning of the U.S. and Israel jointly launching airstrikes against I...
Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor
February 17, 2026
by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...