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@preceptgroup.com
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3 phones found area 949
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LinkedIn matched
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Vincent Ko is listed as Retirement Plan Consultant & Investment Advisor providing fiduciary advice to retirement plan committees. at Precept Advisory Group, based in Irvine, California, United States. AeroLeads shows a work email signal at preceptgroup.com, phone signal with area code 949, and a matched LinkedIn profile for Vincent Ko.
Vincent Ko previously worked as VP of Retirement Plan Consulting at Precept Advisory Group and Retirement Plan Advisor at Schoolsfirstfcu. Vincent Ko holds Mba, Business from Cal State Fullerton, College Of Business And Economics.
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AeroLeads found 1 current-domain work email signal for Vincent Ko. Compare company email patterns before reaching out.
I am a retirement plan consultant and investment advisor at Precept Advisory Group LLC, a fee-based consulting and investment advisory firm located in Irvine, California. Our firm provides independent investment advisory services, compliance oversight, and retirement plan design guidance to employers who sponsor defined contribution plans, such as 401(k), 403(b), as well as non-qualified retirement plans.I received my undergraduate degree in finance with a unique focus, a concentration in personal financial planning. Since then, I have been focused on helping individuals plan for, and achieve retirement on their own terms. At Precept Advisory Group, I have direct relationship responsibility for managing a number of the firm’s mid to large national clients. I also serve as the Chief Compliance Officer, responsible for designing, maintaining, and monitoring the firm's compliance policies, procedures, and operations.My primary responsibilities include 401(k) committee facilitation, 403(b)/457 expertise, Non-Qualified plan oversight, corporate transactions, and regulatory compliance. I hold the Accredited Investment Fiduciary and Certified Retirement Counselor designations.
Listed skills include Retirement Planning, 401K, Retirement, Mutual Funds, and 42 others.
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A career timeline built from the work history available for this profile.
Irvine, CA, US
Retirement Plan Design & AdministrationStrategic consulting to plan fiduciaries, including plan design recommendations, investment advisory, vendor selection, fee benchmarking and compliance oversight.ComplianceOversee internal policies, procedures, and monitoring of compliance related activity.
Santa Ana, CA, US
Milwaukee, WI, US
San Francisco, California, US
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Vincent Ko works for Precept Advisory Group.
Vincent Ko is listed as Retirement Plan Consultant & Investment Advisor providing fiduciary advice to retirement plan committees. at Precept Advisory Group.
AeroLeads has found 1 work email signal at @preceptgroup.com for Vincent Ko at Precept Advisory Group.
AeroLeads has found 3 phone signal(s) with area code 949 for Vincent Ko at Precept Advisory Group.
Vincent Ko is based in Irvine, California, United States while working with Precept Advisory Group.
Vincent Ko has worked for Precept Advisory Group, Schoolsfirstfcu, Northwestern Mutual Financial Network, and Wachovia Securities.
You can use AeroLeads to view verified contact signals for Vincent Ko at Precept Advisory Group, including work email, phone, and LinkedIn data when available.
Vincent Ko holds Mba, Business from Cal State Fullerton, College Of Business And Economics.
Vincent Ko is listed with skills including Retirement Planning, 401K, Retirement, Mutual Funds, Investments, Financial Advisory, Investment Advisory, and Employee Benefits.
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