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    Mike Collopy, CFP®, CIMA®

    Wealth Advisor l Partner at Veracity Capital

    Michael Collopy, CFP®, CIMA®, is a Partner and Wealth Advisor at Veracity Capital, a boutique financial advisory firm based in Atlanta, Georgia. He specializes in creating personalized investment solutions and comprehensive financial plans for individuals and families. Collopy has a significant background in wealth management, having previously served as a Vice President at Ayco, a Goldman Sachs Company, where he worked for nearly a decade focusing on high-net-worth clients.12

    Education and Credentials

    • Bachelor of Science in Finance: Coastal Carolina University
    • MBA: The College of Saint Rose
    • Certifications:
      • Certified Financial Planner (CFP®)
      • Certified Investment Management Analyst (CIMA®), earned through the Yale School of Management.12

    Role at Veracity Capital

    As a founding partner of Veracity Capital, Collopy leads the Investment Committee, guiding the firm's investment strategies. His approach emphasizes financial independence, health, community involvement, and resilience as vital components of client fulfillment.12 He primarily serves clients focused on retirement planning and those with equity compensation needs.2

    Personal Life

    Collopy resides in Canton, GA, with his wife and two sons. He is actively involved in philanthropy, supporting various causes including The Cystic Fibrosis Foundation. Outside of work, he enjoys outdoor activities with his family in the Atlanta area.12

    Related Questions

    What inspired Mike Collopy to co-found Veracity Capital?
    How does Mike Collopy's approach to investment differ from other wealth advisors?
    What are some specific financial goals Mike Collopy helps his clients achieve?
    How has Mike Collopy's experience at Goldman Sachs influenced his current practice?
    What philanthropic activities is Mike Collopy involved in?
    Mike Collopy, CFP®, CIMA®
    Mike Collopy, CFP®, CIMA®, photo 1
    Mike Collopy, CFP®, CIMA®, photo 2
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    Location

    Atlanta, Georgia, United States