James Tsakopulos III, LUTCF, CLTC
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 Advisor helping small business owners and families make informed financial decisions. His practice is primarily made up of professionals, small business owners and their families.
James has a keen sense of identifying what's important to the client. They walk away with a wealth of knowledge as he goes above and beyond making sure his clients 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 as in the top 1% of all financial services producers by Million Dollar Round Table (M.D.R.T.). Regularly he is asked to share sales concepts and experiences with other well-respected producers, firms and colleagues around the country. In addition, he has been published 4 times nationally through business and tradesman journals.
Born and raised in San Antonio, James 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 Tsakopulos III is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC., Member SIPC . Supervisory office: One Reunion Square, Suite 300, 10101 Reunion Place, San Antonio, TX 78216-4157, 210-342-4141. Miller & Tsakopulos Financial Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.