Jason Co
CFP®
Co Planning Group LLC
Founder & Investment Advisor
Jason Co
CFP®
Co Planning Group LLC
Founder & Investment Advisor
As a fee-only retirement planner, my focus is to offer unbiased financial advice to help make your money last. - Jason Co, CFP®
Retirement planning and investment management for Cantonese & Mandarin speakers in St. Louis, MO and nationwide.
Jason Co is a Chesterfield, 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 Mandarin and Cantonese speaking families organize, grow and protect their assets as they transition into retirement. As a fee-only, fiduciary, and independent financial advisor, Jason Co is never paid a commission (Pricing Structure) of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jason Co is Founder and Owner of Co Planning Group LLC, an independent, Fee-Only™ advisory firm. He graduated Magna Cum Laude with a B.S. in Engineering Management from Missouri University of Science and Technology. He completed the education program at the University of Georgia – Terry College of Business and currently holds the Certified Financial Planner™ designation.
Prior to Co Planning Group, Jason served as a Portfolio Consultant for TD Ameritrade Investment Management (TDAIM) where he advised on over $110M for over 200 households nationwide, many of whom were Cantonese and Mandarin speaking clients from coastal states who were more comfortable speaking their native language.
Immediately after graduation, he began accumulating a portfolio of single family home rental properties and currently manages a portfolio of 9 properties in the St. Louis area.
Jason immigrated from Hong Kong to Kansas City, MO with his family when he was a teenager. Before moving to the USA, he spent each summer of his childhood in the Philippines to visit his mother’s side of the family.
He is active in the Asian American community in St. Louis, MO and is a member of the Asian American Chamber of Commerce. In his free time, he loves to be with his wife, Lan, and son, Logan, and travels regularly to Fujian, China to visit his in-laws.
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 commissions) retirement planning and investment advice with experience and specialty serving Mandarin and Cantonese speaking families transitioning into retirement. We work with retirees who are approaching retirement, moving into the retirement transition, and need to deal with issues like the timing of social security, figuring out whether they’ve got enough money for their retirement, how to do the retirement transition, Roth conversions, and coordinating the consolidation and liquidation of retirement accounts and brokerage.
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
-
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.
-
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.
-
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:
-
By Appointment
and virtual
St. Louis, MO 63044
