Tom Kopas

Investment Advisor, Financial Planner · Walnut Creek

Tom began his career as a financial advisor at Dean Witter’s Walnut Creek office in 1981 and spent over two decades developing a conservative investment advisory strategy while at major Wall Street firms. During that time he teamed up with Joe Turner, giving lectures and teaching investment courses together at adult education programs about investment management and financial planning in Walnut Creek. Ultimately Tom joined the Pring Turner fee-only investment advisory team in 2002. Tom’s strength is his old fashioned style of helping clients understand the fundamentals of financial planning and navigate the investment world with confidence.

He is a career long investment advisor and educator, and as a highly rated speaker is regularly invited to share his knowledge and experience about investment management around the business cycle. Tom’s expertise and entertaining manner make him a favorite guest speaker at financial planning and retirement groups. Tom co-authored a book titled “Investing in the Second Lost Decade”, published by McGraw-Hill in 2012. Tom is a graduate of the University of California at Berkeley.

Responsibilities
  • Co-Chairs Investment Advisory Committee
  • Investment Portfolio Risk Management
  • Financial Planning
  • Client Servicing
Professional and Outside Interests
  • American Association of Individual Investors (AAII)—Approved Speaker
  • Volunteer—Adults with Disabilities Charity, Youth Sports Organizations
  • Hiking, Golf, and Enjoying Time with Family
Contact Tom

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

Recent Writing by Tom

Active vs. Passive Investment Strategies: Which is Right for You?

Academics and investors have debated over the superiority of a passive investment strategy versus an active investment approach for years ...
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A New Cyclical Bull Market in the Oil Patch Has Begun

The price of crude oil topped out in June 2014, then bottomed in February 2016 and has since partially recovered ...
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View all posts by Tom Kopas