Jacob M. Leon brings a special insight into the combination of Investment advice* and tax planning. He assists clients in all areas of Financial Planning,  including wealth building, retirement planning, risk planning and estate planning.

Jacob is a Personal Financial Specialist (PFS, which is an accreditation by the American Institute of CPAs), a Certified Financial Planner^™ (CFP^®) and has earned a Certificate of Educational Achievement issued by the AICPA.

Born in Havana, Cuba, Jacob speaks fluent Spanish and has been a resident of Texas for most of his adult life. He is a graduate of Lamar University and has been practicing public accounting for over 25 years, including a period with an international firm. He is currently a principal with the firm Mir, Fox & Rodriguez, PC. He has been a Certified Public Accountant since 1974 and a PFS and CFP^® since 1992.

Jacob is a member of the American Institute of Certified Public Accountants and has served on the board of the statewide organization of the Texas Society of Certified Public Accountants, as well as a past board member of its Houston Chapter. Jacob has served as the Region of the Americas Chairman of JHI (leading international association for independent business advisors, financial consulting and accountancy firms).  His activities include membership in several religious and civic organizations in which he has served as officer, trustee and board member.

E-Mail:   JACOB M. LEON