Jason Co (CFP®)

Jason Co focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Hourly
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Plan Investment Advice

Planning Specialties

Jason focuses on providing retirement planning and investment management to Cantonese and Mandarin speakers in the United States. He works 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.

Additional Information

Jason grew up in a multi-cultural setting and grew up in Hong Kong by a father from Shanghai, China and mother from Manila, Philippines. Growing up, he spent each childhood summer living in Manila to live with his mother's side of the family. With his up-bring and being married to someone from Mainland China, Jason developed fluency in English, Cantonese, Mandarin, and a little bit of Shanghainese & Tagalog, which allows him to provide a unique advisor experience to his clients, especially to families from Asia who raised a family in the United States.

NAPFA Start Date

September 16, 2021

Submit
Submit

This Office

2222 Clayville Ct Chesterfield, MO 63017 Phone: (636) 888-0861