Jim Kopas, CFA

Investment Advisor, Financial Planner & Chief Compliance Officer

Ever since he can remember, Jim has always had a keen eye for business. His “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 investments ever since.

To grow his investment knowledge, Jim enrolled at Santa Clara University in 2005 and three years later received a BSC degree in Finance. Upon graduation he joined the fee-only investment advisor in Walnut Creek, California. This was 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, he earned the Chartered Financial Analyst®(CFA) designation, one of the most respected and recognized investment advisory designations in the world.

Away from the Walnut Creek office when not working as a financial advisor, Jim loves spending precious time with his wife Genna and daughters Kate and Charlotte. The Kopas family especially enjoys traveling, attending Cal Football games, and long walks around the Walnut Creek area with the family’s golden retrievers.

Responsibilities
  • Client Service & Financial Planning
  • Analyzing Investment Opportunities
  • Making Investment Decisions
  • Business Operations
Professional and Outside Interests
  • Member – Chartered Financial Analyst (CFA) Society of San Francisco
  • Avid San Francisco Giants, Cal football, and Cal basketball fan
  • Reading, traveling, and long walks around Walnut Creek with the family
Contact Jim

Call 925.287.8527 or email [email protected] to schedule a meeting at our Walnut Creek office.

Recent Writing by Jim

All About the Benjamins: How Learning from Benjamin can help you save and grow your own Benjamins

In November 1789, Benjamin Franklin wrote to Jean-Baptiste Le Roy, his French scientist and friend, about the recently revised government ...
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3 Simple Steps to Become a Millionaire

Do you want to be a Millionaire? I sure hope so, and don’t for one second ever feel bad about ...
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My-IPO: What Does Your Company’s IPO Mean for You?

According to the Chinese Zodiac, 2019 is the year of the Pig. However, in the San Francisco Bay Area, 2019 ...
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View all posts by Jim Kopas