Jim Kopas, Cfa

Jim Kopas, Cfa Email and Phone Number

Financial Advisor @ Pring Turner Capital Group
walnut creek, california, united states
Jim Kopas, Cfa's Location
Alamo, California, United States, United States
Jim Kopas, Cfa's Contact Details

Jim Kopas, Cfa work email

Jim Kopas, Cfa personal email

About Jim Kopas, Cfa

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.

Jim Kopas, Cfa's Current Company Details
Pring Turner Capital Group

Pring Turner Capital Group

View
Financial Advisor
walnut creek, california, united states
Website:
pringturner.com
Employees:
4
Jim Kopas, Cfa Work Experience Details
  • Pring Turner Capital Group
    Financial Advisor
    Pring Turner Capital Group Jan 2009 - Present
    Walnut Creek, Ca
    • Financial Planning• Investment Management• Retirement Planning• Sub-Advising for Financial Advisors

Jim Kopas, Cfa Skills

Portfolio Management Asset Allocation Investment Management Business Cycle Analysis Wealth Management Financial Markets Risk Management Investment Strategies

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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