CoPlanning Financial Email Formats

Financial Services • Overland Park, Kansas, United States • 1-10 Employees

CoPlanning Financial Email Formats

CoPlanning Financial uses 1 email format. The most common is {first initial} (e.g., j@coplanning.co), used 100% of the time.

Format	Example	Percentage
{first initial}	j@coplanning.co	100%

Key Contact at CoPlanning Financial

Jason Syco

Founder | Certified Financial Planner™

Company overview

Headquarters	7300 W 110th St, Commerce Plaza I, 7th Floor, Overland Park, Kansas 66210, US
Website	coplanning.co
NAICS	52
Keywords	Retirement Planning, Financial Planning, Investment Management, Mandarin, Social Security Maximization, Cantonese, Rental Property Analysis, Chinese Languages
Founded	2021
Employees	1-10
Socials

About CoPlanning Financial

We are an independent Fee-Only (no commissions) retirement planning and investment advisory firm with experience and specialty serving Mandarin and Cantonese speaking families transitioning into retirement.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

CoPlanning Financial has never raised funding before.

CoPlanning Financial Tech Stack

Discover the technologies and tools that power CoPlanning Financial's digital infrastructure, from frameworks to analytics platforms.

Hotjar

Analytics

UIKit

UI frameworks

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Google Cloud CDN

CDN

Google Workspace

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Frequently asked questions

CoPlanning Financial is located in Overland Park, Kansas, US.

CoPlanning Financial was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

CoPlanning Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CoPlanning Financial

Jason Syco

Founder | Certified Financial Planner™

4.8

40,000 users