Bill
Collopy

Bill Collopy, MBA, CMFC^®, AIF^®, is a Partner at Signature Estate & Investment Advisors, LLC (SEIA). Since joining the firm in 2011, Bill has helped clients navigate the investment and planning decisions that shape retirement, long-term financial security, and the legacy they hope to create.

Bill’s work is particularly focused on retirees and those approaching retirement. He helps clients consider how investment strategy, portfolio risk, income needs, taxes, liquidity, and estate-planning priorities can work together as they move from building wealth to relying on it. His approach is centered on creating customized portfolio strategies designed to reflect each client’s goals, time horizon, and comfort with risk.

A key part of Bill’s practice is disciplined investment analysis. He applies portfolio construction, due diligence, technical analysis, and ongoing performance monitoring to help clients understand the role their investments play within their broader financial plan. He also helps clients maintain perspective during changing market conditions, keeping attention on long-term objectives rather than short-term noise.

Bill has shared insights on legacy and family wealth planning, including strategies clients may consider when setting aside assets for children and grandchildren. This reflects his broader commitment to helping families connect today’s financial decisions with the goals they hold for future generations.

Bill earned a Bachelor of Arts degree in Geography and Satellite Imagery from the University of California, Santa Barbara, and a Master of Business Administration degree from Chapman University. He earned the Accredited Investment Fiduciary^® designation in 2015 and the Chartered Mutual Fund Counselor^® designation in 2016. Bill also holds Series 7 and Series 66 securities licenses and is a licensed insurance agent, California Insurance License #0I25302.

A lifelong Orange County resident, Bill enjoys golf, scuba diving, skiing, photography, and travel with his wife.