Co Planning Group LLC
Co Planning Group is an independent Fee-Only (no commissions) retirement planning and investment advisory firm with specialty serving Mandarin and Cantonese speaking families.
Jason 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 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 CA who were more comfortable speaking their native language.
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 extended 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.