Jason Co 許嘉誠, CFP®

I personally discovered Financial Independence after a rigid lifestyle working for private firms, and wanting to be able to build a life centered on my family. I wanted to be able to serve others. I dove head-first into financial planning and in building a new kind of life, realized that I wanted to offer this freedom to people like me. 

I founded CoPlanning Financial because I wanted to create a space for Asian-Americans and immigrants to feel seen, and have a trusted partner in the unique challenges faced by these communities.

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