Curtis Pope, CFP®, CFT-I™
Independent Fee-Only Financial Advisor
Curtis is a Certified Financial Planner™ and Certified Financial Therapist™ professional. Originally from Detroit, educated in Boston, and moved to New York in 2010 for grad school.
Curtis has advised hundreds of diverse clients throughout the country (and a few internationally) - while working at Citi, Morgan Stanley, and Wealthsimple.
In 2020, he launched a Registered Investment Advisor (RIA) with a boring name. “Pope Wealth Planning” focuses on building long-term client relationships and we're fanatical about serving clients as a fiduciary (providing advice that is always & onlyin the client's best interest).
Learn more: Pope Wealth Planning