Broker Check

James Tsakopulos III, Co-Founder, LUTCF, CLTC

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Let's Connect

Phone: (210) 390-0305

Fax: (210) 257-6466

Email: jamest@financialguide.com

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Professional

James Tsakopulos is the Co-Founder of M&T Financial Partners and presently serves as Managing Partner. He has over 25 years of experience as a Financial Planner helping small business owners and families make well-informed financial decisions.  Through collaboration, James helps his clients realize their full financial potential by developing and implementing comprehensive strategies designed for lasting peace of mind.  


James has a keen sense of identifying what's important to his clients.  They walk away with a wealth of knowledge as he goes above and beyond, making sure they are well-educated about the decisions surrounding their financial health. His undying attention to detail is displayed by utilizing analytical software tools, while communicating at a level that helps give clients comfort and understanding.  


James has been recognized by Forbes* as one of the Best “In State” Wealth Advisors. Regularly he is asked to share sales concepts and experiences with other well-respected producers, firms, and colleagues around the country.  In addition, James has been published 4 times nationally through business and tradesman journals. 

* 2022 & 2023 Best in State Wealth Advisors ranking was issued by Forbes on 1/18/22 and 2/16/23 for the period covering 01/01/2022 – 12/31/2023. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please visit www.forbes.com.

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"There is no secret to success. It is the result of preparation, hard work, and learning from failure."

Colin Powell

Personal

James and his wife, Anna, have a combined six children, 4 boys and 2 girls.  James was born and raised in San Antonio and graduated from St. Mary's University in San Antonio, Texas with a BBA in Corporate Finance.  While attending St. Mary's, James continued his studies at the London School of Economics. 

James is involved in his community, and loves to work with Snack Pak 4 Kids, a children's charity that helps provide snacks for underprivileged children on the weekends when they are not in school.

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