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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,...
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, 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
Frequently asked questions
Who manages COPLANNING FINANCIAL LLC?
The firm's executive team and investment committee members are not listed in any public source. SEC IAPD records show a registered entity but do not name individuals beyond the firm's primary contact details. Without a public website, LinkedIn presence, or media coverage, principals remain unidentified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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