# COPLANNING FINANCIAL LLC

COPLANNING FINANCIAL LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** coplanning.co
- **LinkedIn:** https://www.linkedin.com/company/co-planning-group

## Regulatory record

- **CRD number:** 315970
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315970

## About

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.

## Sectors

- Asian-Americans

## People

- Jason Co — CERTIFIED FINANCIAL PLANNER and founder
- Jason Co — founder

## 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.

## Related profiles

- [MISSION RETIREMENT](https://altss.com/profile/mission-retirement)
- [LYMANWEALTH LLC](https://altss.com/profile/lymanwealth-llc)

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Last updated: 2026-08-11T15:06:27.647Z

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