Pring Turner
Pring Turner Investment Mangement is a fee-only financial advisor based in Walnut Creek, California. The firm serves the Walnut Creek, Danville, Alamo, Pleasanton, Orinda, Lafayette, Moraga, Pleasant Hill, and broader San Francisco Bay Area. Since 1977, the firm has specialized in providing personalized financial advice, financial planning, and investment management services to individuals, organizations, and other financial advisors.
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
315
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- TK
Tom Kopas
Principal, Portfolio Manager · Finance & Accounting
EmailPhone - PI
Pamela Iwasz.
Wealth Advisor · Finance & Accounting
EmailPhone - JK
Jim Kopas
Financial Advisor · Finance & Accounting
EmailPhone - KF
Katie F.
Operations Director · Operations
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Pring Turner
4 distinct titles indexed · top 4 shown.
- 1financial advisor
- 1operations director
- 1principal, portfolio manager
- 1wealth advisor
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