Curtis Pope, CFP®, CFT-I™
Independent Fee-Only Financial Advisor
I'm a Certified Financial Planner™ and Certified Financial Therapist-I™ professional. Originally from Metro Detroit, with a college-pitstop in Boston, I moved to New York City in 2010 for grad school at Columbia University
Over the past dozen years I've advised hundreds of diverse clients throughout the country - while working at firms like Citi, Morgan Stanley, and Wealthsimple.
Pope Wealth Planning, LLC is at the intersection of client experience + technology + traditional wealth management. I am passionate about helping clients make smarter financial decisions.