November Luncheon - Financial Advising

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Background

Victor Kopen began his career in financial services at Franklin Templeton in 
2011. He has held numerous roles within the distribution organization and
has been serving those in his native Pennsylvania since 2016. 
As an advisor to financial professionals, Victor provides a valuable
perspective in the areas of market insights, practice management,
and portfolio construction. He consults with financial professionals
to help them deliver better outcomes for their clients and grow their
business. Victor has a wealth of industry knowledge and a deep
understanding of Franklin Templeton investment solutions including mutual
funds, ETFs, separately managed accounts, model portfolios, 529 plans
and insurance products. 

Credentials and awards

Victor earned a Bachelor of Science degree in Finance from Miami
University. He holds FINRA Series 7, 6 , 63 licenses and the Certified
Investment Management Analyst 

Personal

Victor currently resides in Chippewa, Pennsylvania with his wife, three
young children and their dog. In his free time, he enjoys hiking, skiing and
sporting clays. 

PRE-REGISTRATION CLOSED - WALK INS WELCOME!