
Meet
Jeremy
Our Mentors are the real humans who are available to answer your personal finance queries and quandaries. We know that money is personal and finding the right person to talk to can be daunting. So let's get to know Jeremy Ko

"Being rich is having money; being wealthy is having time." — Margaret Bonanno
Quick Bio
K. Jeremy Ko has been working in the area of financial education, planning, and research for over twenty years. He has focused on retirement and social security planning for almost 15 of those years. He has a passion for helping people achieve lifelong financial security. His educational and professional credentials include a PhD in financial economics from the MIT Sloan School of Management, an academic teaching/research position in the finance department of Penn State’s Smeal School of Business, and a leadership position at a top-ranked independent financial advisory firm - Edelman Financial Engines.
Approach
Personalized, analytical, yet empathetic
FUN FACT
I earned my purple belt in jiu jitsu at the preciously young age of 52.
Press
Wall Street Journal, "Are Stocks a Better Bet Than Social Security?" (Nov 2025)
Financial Planning Association, "Retirement Income Planning, Portfolio Construction Research Earn FPA's 2025 Best Research Awards" (Nov 2025)
ThinkAdvisor, "The 'Natural Next Step' to Better Social Security Claiming Decisions" (Dec 2025)





