Jason
Helping Asian Americans live better lives, powered by financial independence.
- Role
- Founder Certified Financial Plannertm at Coplanning Financial
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
Experience
Founder Certified Financial Plannertm
Aug 2021 — Present · Overland Park, KS, US
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.
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