Jason Co
CFP®
Co Planning Group LLC
Founder & Investment Advisor
Jason Co
CFP®
Co Planning Group LLC
Founder & Investment Advisor
Protect your retirement from predatory salesmen by avoiding buying high commission insurance products or losing money by trading stocks. I offer low cost ETF portfolios and comprehensive retirement planning with one straightforward fee. Multilingual service is available in Cantonese and Mandarin. - Jason Co, CFP®
CFP® - Fee Only Fiduciary - Partnering with you to protect your hard earned savings from predatory financial salespeople.
I am a St. Louis, MO fee-only financial advisor serving clients locally and across the country. Co Planning Group LLC provides comprehensive retirement planning and investment management to help clients organize, grow, and protect their retirement savings.
As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind (Pricing Structure), and I have a legal obligation to provide unbiased and trustworthy financial advice. I also help Mandarin and Cantonese speaking families as part of my practice.
I encourage you to check out my YouTube videos where I educate about the basics of financial planning.
As a person, I strive to be kind, honest, and respectful to everyone I meet. I believe I have a good sense of humor, which I hope comes through on my website and in our conversations. When you partner with me to plan for your retirement, you can count on your voice being heard and understood.
I earned my B.S. in Engineering Management from Missouri University of Science and Technology, graduating Magna Cum Laude in 2012. I completed the education program at the University of Georgia's Terry College of Business and currently hold the Certified Financial Planner™ designation.
Prior to launching Co Planning Group, I worked as a Portfolio Consultant for TD Ameritrade Investment Management (TDAIM), where I advised on over $110M for over 200 households nationwide. At TDAIM, I also assisted Cantonese and Mandarin-speaking clients in their financial planning and investment management needs.
I offer a free consultation to help you see how I can improve your family's financial future. I promise there will be no aggressive sales pitch or annoying follow-up calls because I just can't bring myself to do it.
Jason Co is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Retirement Transition Planning Advice You Can Understand
Co Planning Group offers independent, fee-only (no commission) retirement planning and investment advice with straightforward fees. I work with retirees who are approaching retirement, transitioning into retirement, and need to deal with issues such as:
- timing their social security
- determining if they have enough money for retirement
- Transitioning into retirement
- Roth conversions ladders
- Consolidating investment accounts
I also offer multi-lingual service in Cantonese and Mandarin.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Mandarin Speaking
- Cantonese Speaking
- Retirement Income Planning
- Investment Management
- Tax Planning
- Comprehensive Financial Planning
Ideal Clients
- Retirees and Near Retirees
- Sudden Money Situations
- Asian American Immigrants
Working Together
- Virtual Meetings
- In home Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jason Co is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jason Co is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jason Co is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Jason Co
Office Locations:
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400 Chesterfield Center
Suite 400
Chesterfield, MO 63017
