Asian-American/Pacific Islander Knowledge Circle: Effective Strategies in Working with Asian American Millennials

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Jason Co is a first generation Chinese American, who is fluent in Mandarin and Cantonese, and is applying his multilingual skills, life experience as an immigrant and financial expertise to help Asian American millennials reach their financial goals. This session will explore how Jason's background is helping him work with this demographic group.

Competency Level: Intermediate

FPA Competency: Client Communication and Care, Advance the Financial Planning Profession

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Jason Co

Founder

CoPlanning Financial

Jason Co, CFP® is the founder of CoPlanning Financial, a fee-only firm dedicated to serving Asian-American families. Fluent in Mandarin and Cantonese, Jason offers comprehensive financial planning tailored to the unique needs of his clients. He utilizes in-depth, one-time financial plans to empower clients toward financial independence. Through his YouTube channel, Jason shares case study videos to effectively market his services and expand his practice.