Jack Ko, RFC®
Founder, president
"My job isn't to make you rich — it's to make sure you never run out of money."
About Jack
With over 20 years of experience in financial services, Jack Ko has dedicated his career to helping retirees and pre-retirees achieve financial peace of mind. As the Founder and President of Wealth Master Group, Inc., Jack specializes in reducing investment risk, maximizing retirement income, and designing tax-efficient estate strategies that protect what matters most — families, legacies, and futures. His mission is simple yet powerful: to ensure every client can retire with clarity, confidence, and dignity.
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Jack began his career on Wall Street as an Equity Trader with E*Trade, where he witnessed firsthand how market downturns devastated unprepared retirees. This experience shaped his philosophy: retirement money should work differently than accumulation money. He later became a Partner at Cornerstone Financial Strategies before establishing Wealth Master Group in 2014 to provide independent, client-first retirement planning. Since then, Jack has hosted more than 1,000 educational seminars across New York and New Jersey, equipping thousands of seniors with practical knowledge and confidence for their retirement journey.
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He earned his Bachelor's degree in Finance from Pace University, is a Registered Financial Consultant (RFC®), and holds Life, Health, and Accident Insurance licenses. He has also earned FINRA Series 4, 7, 24 and 66 licenses, adding to his broad expertise in investments and protection strategies.
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Living in Livingston, NJ, with his wife and three children, Jack brings personal understanding to every client relationship, treating each family's retirement security as seriously as his own.