Advisor profile


My approach

Kent Copeland - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Kent Copeland - My approach photo

Areas of focus

  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA, PFS Certified Public Accountant, Personal Financial Specialist

Education

  • BBA, 1985, Texas A&M University

Interests

Balancing a good life today and tomorrow with my family and friends is important to me - so is serving others. To recharge my batteries, I enjoy music, hiking, sports, travel, reading, and barbecue.

Piano, organ, trumpet, and singer in amateur rock band Robb Swain and The Hurricanes

Community participation

  • I've been interviewed on KSAT 12 news since 2001 on a variety of financial topics.
  • One of founding members, past president, and guest teacher of annual local high school personal finance education program and contest reaching over 2,000 teenagers in 20 schools since 2008.
  • Church Building and Capital Campaign Co-Chair, musician and home/hospital visitor, former board chairman.
  • San Antonio Texas A&M Club Foundation Endowment - enriching lives for service and leadership for past, present, and future students of Texas A&M University.

Awards & recognition

  • Five Star Wealth Manager, 2012-2015, 2018, 2019

Professional associations

  • Financial Planning Association
  • American, Texas, and San Antonio Societies of CPAs