Mike Jacob, ChFC® in

Mike Jacob, ChFC®

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Private Wealth Advisor Advisor, ChFC® at DJM Financial | Northwestern Mutual Private Client Group
📍 Irvine, California, United States

Mike is a co-founder and Private Wealth Advisor at DJM Financial in Irvine, CA. He provides holistic, multi-generational financial planning for entrepreneurs, families, and attorneys. A graduate of Northwestern University and a Chartered Financial Consultant®, he is a multi-year recipient of the Forbes "Best-In-State Wealth Advisor" award.

Outside of his professional work, Mikes firm is deeply committed to philanthropy, supporting causes like pediatric cancer research and JDRF for type 1 diabetes. This reflects a strong value for community impact. He also stays current on business and economic trends by following major publications.

He co-founded his firm in 2006, building it into a premier wealth management practice recognized by Forbes.

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Experience
25 Years
Current Role
Private Wealth Advisor Advisor, ChFC®
Location
Irvine, California, United States
Personality Overview

How Mike shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mike cares about

Generational Wealth
He advises high-net-worth clients on long-term legacy and estate planning, noting a renewed focus among families to secure their children's financial futures.
Investment Strategy
Frequently shares his firm's analysis on market trends, portfolio diversification, and economic forecasts to keep his clients and network informed.
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Career

Work history

11-2000
Private Wealth Advisor Advisor, ChFC®
DJM Financial | Northwestern Mutual Private Client Group
In the press

Media appearances

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Education
9-1996 - 6-2000
Bachelor of Arts
Northwestern University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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