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COPLANNING FINANCIAL LLC
CoPlanning Financial provides flat fee, fee-only financial planning to support Asian-Americans at major life stages including career and family focus,...
Overview
CoPlanning Financial provides flat fee, fee-only financial planning to support Asian-Americans at major life stages including career and family focus, retirement preparation, and caring for immigrant parents. The firm is a fiduciary offering ongoing planning and investment management with no sales agenda, commissions, or hidden incentives. It was founded by Jason Co, a CERTIFIED FINANCIAL PLANNER, to create an inclusive space for Asian-Americans and immigrants.
General information
Firm type
Multi Family Office
Principals
Jason Co
CERTIFIED FINANCIAL PLANNER and founder
Jason Co
founder
Sector focus
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