Mike Collopy, Cfp®, Cima®

Mike Collopy, Cfp®, Cima® Email and Phone Number

Wealth Advisor l Partner at Veracity Capital @ Veracity Capital
Mike Collopy, Cfp®, Cima®'s Location
Atlanta, Georgia, United States, United States
Mike Collopy, Cfp®, Cima®'s Contact Details

Mike Collopy, Cfp®, Cima® work email

Mike Collopy, Cfp®, Cima® personal email

About Mike Collopy, Cfp®, Cima®

Founding Partner, Wealth Advisor and Chairman of the Veracity Capital Investment Committee.We help clients growth their assets, reach their goals, and retire comfortably.• Investment Management• Tax Planning• Equity compensation and executive benefit planning• Cash flow and retirement planning• Insurance and risk management• Legacy and estate planning

Mike Collopy, Cfp®, Cima®'s Current Company Details
Veracity Capital

Veracity Capital

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Wealth Advisor l Partner at Veracity Capital
Mike Collopy, Cfp®, Cima® Work Experience Details
  • Veracity Capital
    Wealth Advisor L Partner
    Veracity Capital Nov 2018 - Present
    Atlanta, Georgia, Us
    Veracity Capital advisors provide lifetime financial guidance and service. We work on behalf of our clients as trusted partners, with methods that are efficient, objective, and focused on each client’s best interests.Advisory services offered through Veracity Capital, LLC, a registered investment advisor.
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  • Ayco, A Goldman Sachs Company
    Wealth Advisor | Vice President
    Ayco, A Goldman Sachs Company May 2009 - Nov 2018
    Cohoes, New York, Us
    View

Mike Collopy, Cfp®, Cima® Skills

Financial Services Services Wealth Management

Mike Collopy, Cfp®, Cima® Education Details

  • Coastal Carolina University
    Coastal Carolina University
    Finance
  • Yale School Of Management
    Yale School Of Management
    Investment Management Theory And Practice (Cima Certification)
  • The College Of Saint Rose
    The College Of Saint Rose
    Mba

Frequently Asked Questions about Mike Collopy, Cfp®, Cima®

What company does Mike Collopy, Cfp®, Cima® work for?

Mike Collopy, Cfp®, Cima® works for Veracity Capital

What is Mike Collopy, Cfp®, Cima®'s role at the current company?

Mike Collopy, Cfp®, Cima®'s current role is Wealth Advisor l Partner at Veracity Capital.

What is Mike Collopy, Cfp®, Cima®'s email address?

Mike Collopy, Cfp®, Cima®'s email address is mp****@****ail.com

What schools did Mike Collopy, Cfp®, Cima® attend?

Mike Collopy, Cfp®, Cima® attended Coastal Carolina University, Yale School Of Management, The College Of Saint Rose.

What skills is Mike Collopy, Cfp®, Cima® known for?

Mike Collopy, Cfp®, Cima® has skills like Financial Services, Services, Wealth Management.

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