Financial Advisors
New York, NY
Curtis Pope is a CFP® Certified Financial Planner who founded Pope Wealth Planning in 2020, serving busy professionals, business owners, and pre-retirees nationwide from his New York City office. With previous experience at Citi, Morgan Stanley, and Wealthsimple advising hundreds of clients and families, Curtis combines comprehensive financial planning with investment management and technology-driven solutions. He specializes in retirement planning, education funding, equity/bonus strategy, and portfolio optimization to help clients clarify their financial goals and achieve long-term financial wellness.
Ideal for: Busy professionals, business owners, executives with equity or bonuses, couples nearing retirement
Service area: New York, NY and nationwide
CFP® Certified: Curtis Pope holds the Certified Financial Planner credential, meeting rigorous education and ethical standards in comprehensive financial planning.
Senior Experience at Top Firms: Previously advised hundreds of clients at Citi, Morgan Stanley, and Wealthsimple before founding Pope Wealth Planning in 2020.
Personalized Planning + Technology: Combines comprehensive financial planning expertise with modern technology to address specific client goals like retirement, college funding, and equity compensation strategies.
Address: 450 Lexington Ave 4th fl, New York, NY 10017
Phone: (646) 640-6337
Website: financialadvisor.nyc
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