James has over 20 years of experience as a Financial Advisor helping small business owners and families make informed financial decisions based on trust and confidence. His practice is primarily made up of business professionals, more specifically, doctors, dentists, architects, and other sole proprietors.
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, such as LEAP*, while communicating at a level that helps give clients comfort and understanding. While he has extensive product knowledge in all areas of planning, he has extensive knowledge and training in the Long Term Care arena.
Having been recognized as in the top 1% of all financial services producers in 2008, 2012, 2013 & 2014 by Million Dollar Round Table (M.D.R.T.), he is a leader in his industry. 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.
He has qualified for the industry MDRT Top of the Table 7 times (2002-2005, 2012-2014), Court of the table 6 times.
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 studied abroad at the London School of Economics. James' hobbies include golf, soccer, tennis and spending time with his boys.
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.
*We employ the Lifetime Economic Acceleration Process (LEAP) to assist clients in analyzing the efficient use of their cash flows as part of our insurance planning practice. The LEAP process can help clients better understand their protection, savings and growth objectives and identify existing resources to fund the products that can help them meet those objectives.
It is important to note that the LEAP process is not intended to and will not provide clients with a comprehensive financial plan, nor does it make recommendations regarding the purchase, sale or holding of variable products, mutual funds or other securities.