Vincent Ko

FAQ About Vincent Ko

• What is Vincent Ko's address?

  Vincent Ko is located at
  Irvine, California, United States

• What is Vincent Ko's job title?

  Vincent Ko is a
  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. Precept Advisory

• What industry does Vincent Ko currently work in?

  Vincent Ko currently works in the
  Precept Advisory

• What is Vincent Ko's area of expertise?

  Vincent Ko specializes in
  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.

• Which languages does Vincent Ko speak? 

  Vincent Ko speaks the following languages:
  No languages available.

• Which industries has Vincent Ko previously worked in?   

  Vincent Ko has prior experience in the following industries:
  Schoolsfirstfcu , Wachovia Securities , Northwestern Mutual Financial Network

• What is Vincent Ko’s work experience?  

  Vincent Ko has the following professional experience:
  Precept Advisory , Schoolsfirstfcu , Wachovia Securities , Northwestern Mutual Financial Network .

• How can I find Vincent Ko on LinkedIn?  

  You can view Vincent Ko’s
  LinkedIn profile at LinkedIn URL.

• What are Vincent Ko’s work email addresses?  

  Vincent Ko’s work email addresses are
  [email protected] .

• What company does Vincent Ko work for?  

  Vincent Ko works at
  Precept Advisory