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Disclaimer: Pring Turner is a Financial Advisor headquartered in Walnut Creek CA, and is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The views represented herein are Pring Turner’s own and all information is obtained from sources believed to be accurate and reliable. This information should not be considered a solicitation or offer to provide any service in any jurisdiction where it would be unlawful to do so. All indices are unmanaged and are not available for direct investment. Past performance does not guarantee future results.

Jim Kopas, CFA
Jim Kopas, CFA
Jim Kopas, CFA Jim's “professional” career began at the ripe old age of 11 when he started a dog walking service in Walnut Creek to help neighbors with especially energetic pets. After just a few months of walking dogs and with years of accumulated birthday savings, Jim had enough money to open his first investment account. He has been enamored with investing ever since. Jim holds a BSC degree in Finance, from Santa Clara University. In 2013, he earned the Chartered Financial Analyst®(CFA) designation, one of the most respected and recognized investment advisory designations in the world. Jim is Financial Planner and Investment Advisor at Pring Turner, Walnut Creek, CA.

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Articles filed under Financial Planning

Black Diamond Portal Experience

September 15, 2021 - Click to Login to Black Diamond   Disclaimer: Pring Turner is a Financial Advisor headquartered in Walnut Creek CA, and is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The views represented herein are... Continue Reading

Pring Turner Partners with the Association of Financial Educators

July 16, 2019 - For Immediate Release Pring Turner, a financial advisory firm headquartered in Walnut Creek, CA, is proud to announce a new partnership with the Association of Financial Educators (AFE). Begun in 2007 with the goal of empowering individuals to take control... Continue Reading

Wanna Play A Game?

April 26, 2019 - Would you rather be given $5,281 or $1,000? But here is the catch… If you are a Netflix enthusiast like me, you have probably seen the trailer for, You vs. Wild. It’s a new interactive series where you and Bear... Continue Reading

A Simple Cure for High Taxes

April 18, 2019 - You worked hard for your money. Tax-advantaged accounts can help you save more of it. In November 1789, Benjamin Franklin wrote to Jean-Baptiste Le Roy, his French scientist and friend, about the recently revised government in the United States. He... Continue Reading

3 Simple Steps to Become a Millionaire

April 11, 2019 - Do you want to be a Millionaire? I sure hope so, and don’t for one second ever feel bad about it! Remember money is not all about consumption. It doesn’t mean you have to quit your job or retire altogether;... Continue Reading