Jim Kopas, Cfa Email and Phone Number
Jim Kopas, Cfa work email
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Jim Kopas, Cfa personal email
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My “professional” career began at the ripe old age of 11 when I started a dog walking service to help my neighbors with especially energetic pets. After just a few months of walking dogs and years of accumulated birthday savings, I had enough money to open my first brokerage account and I've been enamored with investing ever since.To grow my knowledge, I enrolled at Santa Clara University and received a BSC degree in Finance in 2008. Upon graduation I joined Pring Turner just in time to be greeted with the greatest financial crises since the Great Depression, an even more valuable learning experience than college. In 2013, I earned the Chartered Financial Analyst®(CFA) designation.Away from the office, I love spending precious time with my wife and our three children. Our family especially enjoys traveling, attending Cal Football games, and long walks with our golden retrievers.
Pring Turner Capital Group
View- Website:
- pringturner.com
- Employees:
- 4
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Financial AdvisorPring Turner Capital Group Jan 2009 - PresentWalnut Creek, Ca• Financial Planning• Investment Management• Retirement Planning• Sub-Advising for Financial Advisors
Jim Kopas, Cfa Skills
Jim Kopas, Cfa Education Details
Frequently Asked Questions about Jim Kopas, Cfa
What company does Jim Kopas, Cfa work for?
Jim Kopas, Cfa works for Pring Turner Capital Group
What is Jim Kopas, Cfa's role at the current company?
Jim Kopas, Cfa's current role is Financial Advisor.
What is Jim Kopas, Cfa's email address?
Jim Kopas, Cfa's email address is ji****@****hoo.com
What is Jim Kopas, Cfa's direct phone number?
Jim Kopas, Cfa's direct phone number is +192528*****
What schools did Jim Kopas, Cfa attend?
Jim Kopas, Cfa attended Santa Clara University - Leavey School Of Business.
What skills is Jim Kopas, Cfa known for?
Jim Kopas, Cfa has skills like Portfolio Management, Asset Allocation, Investment Management, Business Cycle Analysis, Wealth Management, Financial Markets, Risk Management, Investment Strategies.
Who are Jim Kopas, Cfa's colleagues?
Jim Kopas, Cfa's colleagues are Tom Kopas, Katie F., Pamela Iwasz., Cfp®.
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