Jason Co (CFP®)

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

  • AUM
  • Baby Boomers
  • Generation X
  • Hourly
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties

I personally discovered Financial Independence after a rigid lifestyle working for private firms, and wanting to be able to build a life centered on my family. I wanted to be able to serve others. I dove head-first into financial planning and in building a new kind of life, and realized that I wanted to offer this freedom to people like me.

As an immigrant from Hong Kong, China, who spent a lot of time in Philippines, I founded CoPlanning Financial in order to create a space for Asian-Americans and Mandarin and Cantonese speaking immigrants to feel seen, and have a trusted partner in the unique challenges faced by these communities.

CoPlanning is a space to serve, to talk through financial challenges like caring for aging parents, and to feel like you have someone watching out for your needs. We were founded in St Louis and currently based in Overland Park near Kansas City.

I’m eager to meet with people and families who are looking for quality, honest advice, and encourage anyone interested to reach out with questions or a meeting.

NAPFA Start Date

September 16, 2021

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

7300 West 110th Street Commerce Plaza I, Suite 700, 7th Floor Overland Park, KS 66210 Phone: (636) 888-0861