Koushik Gopineedi

Welcome

Retirement planning is a fundamental aspect of organizational success, because it allows owners, founders, entrepreneurs and nonprofits to retain and incentivize their human capital.

My team and I work closely with clients from the Bay Area and beyond, helping them establish or refine their retirement plans. I also consult to business owners directly, helping them optimize their compensation, capitalize on potential tax savings, transfer wealth to the next generation, structure their business for a possible sale, and explore a potential exit.

Within J.P. Morgan, I am one of a select group of Advisors who holds the Accredited Investment Fiduciary^®^ certification, a prerequisite for retirement-plan consulting. Wealth Advisors at the firm regularly look to me to lead retirement plan design and administration for their clients.

I bring insight and enthusiasm to my work, helping business owners and institutions create a more reliable pathway to long-term financial security for themselves and their employees.

Excellence in planning and execution

Look to me as the architect of your defined benefit, 401(k) and 403(b) plans. If you are a business owner or founder, I can also help you organize and deploy your wealth more strategically. Here are a few of the ways I can add ease and convenience to your financial affairs:

• Discovery and discussion. I take the time to learn about your needs—what you want to accomplish in your business, key employees you want to retain, complementary services that can make your retirement plans more attractive, and fiduciary support in monitoring your plan menu and costs.
• Investment selection. Integrating the award-winning research¹ of J.P. Morgan, I can help you design thoughtful investment menus that address the needs of your employees, seeing them "to and through" a dignified retirement. I help employees pursue strong investment performance while evaluating the contributions of active and passive investments in each asset class.