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

Too many Chinese Immigrant’s only exposure to financial products often are high commission insurance products offered by multi-level marketing firms, whose agents lack the training and fiduciary responsibility to offer the best advice. I founded Co Planning Group to protect your parents’ retirement savings from predatory salespeople or their own trading habits.

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, many of whom were Cantonese and Mandarin speaking clients from coastal states who preferred to work with another Chinese speaker.

I encourage you to watch our youtube videos or go through a free investment consultation to see how Co Planning Group can improve your parents’ financial outcome by offering a low cost ETF investment portfolio they can understand and stick with.

Additional Information

When partnering with me to plan for your Chinese immigrant parents' retirement, you can count on everyone's voice being heard and understood. I am most fluent in English and also speak Cantonese and Mandarin fluently enough that my parents never nag me to speak more.

NAPFA Start Date

September 16, 2021

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This Office

400 Chesterfield Center Suite 400 Chesterfield, MO 63017 Phone: (636) 888-0861