Jason Co, Cfp® Email & Phone Number

Overland Park, Kansas, United States

CERTIFIED FINANCIAL PLANNER™ specializing in helping Cantonese & Mandarin speaking families transition into retirement. I help advice on Social Security, rental properties, and how to invest and generate retirement income that will last a lifetime through low cost ETF portfolios.

Greater St. Louis Area

-Advised on over $110M for over 200 nationwide households.-Work as a fiduciary with our nation wide network of branch advisors to customize investment portfolios for clients based on a thorough review of their willingness, ability, and need to take risk. -Utilized my secondary language skills in Mandarin and Cantonese to service TD Ameritrade's nation wide Asian American client base. -Educate Senior Financial Consultants on best practices to ensure smooth operation with Personalize Portfolios Platform. -Engaged in problem solving sessions to help improve process and reduce waste.-Developed new employee on-boarding checklist and helped train new Portfolio Consultants.

Greater St. Louis Area

Supported Plancorp's wealth management unit by preparing for meetings for existing clients and potential clients. - Developed financial plans using eMoney - Prepared tax projections using BNA- Reviewed estate documents and prepared estate plan summary - Developed custom spreadsheet to analyse client's investment holdings- Advised clients on 401(k) investment selection - Followed up on client related tasks in a timely manner

Greater St. Louis Area

Assisted Financial Advisors to gain new clients and increase client wallet share by creating and delivering financial plans using MoneyGuidePro for their clients.

Greater St. Louis Area

Execute software design changes for Microsoft Dynamics AX clients.

Greater St. Louis Area

Work Assignment focused on the creation of Standardized Work Instruction for manufacturing processes and assisting design engineer with CAD drawing and prototype testing for an industrial heater.