Bill Collopy, MBA, CMFC®, AIF® is an Senior Financial Advisor at SEIA. He facilitates all stages of the financial planning process, constructs customized portfolio strategies, and performs due diligence while monitoring investment performance. Bill specializes in creating a comprehensive plan to help retirees and near-retirees reach their long-term goals.
He is a lifelong resident of Orange County, California. Bill enjoys playing golf, scuba diving, and skiing. As an avid photographer, he also enjoys traveling the world with his wife and cameras.
Bill received his Bachelor of Arts degree in Geography and Satellite Imagery from the University of California, Santa Barbara in 2002. Additionally, in 2011, he received his Master of Business Administration from Chapman University. He also holds his Series 7 and Series 66 securities licenses and earned his Accredited Investment Fiduciary® (AIF®) professional designation in 2015, after receiving formal training in investment fiduciary responsibility from Fiduciary360. At the College of Financial Planning, Bill earned his Chartered Mutual Fund Counselor® (CMFC®) designation in 2016 and is currently enrolled in their CERTIFIED FINANCIAL PLANNER™ (CFP®) curriculum. He is also a licensed insurance agent (CA Ins. License #0I25302).