Curtis Pope, CFP | Certified Financial Planner | Financial Advisor

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.