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Curtis Pope CFP

Welcome to Pope Wealth Planning

Welcome to Pope Wealth Planning - where I help clients make smart financial decisions. Based in New York City, I serve diverse clients across the country - working with busy professionals, business owners, and people nearing retirement.


Since 2008 I’ve have worked at Citi, Morgan Stanley, and Wealthsimple - serving hundreds of client households. Today, Pope Wealth Planning stands at the intersection of client experience, financial technology, financial planning and traditional wealth management. I am passionate about financial wellness and helping clients reach their financial goals.

In this age of A.I. we’re drowning in information
but still have critical questions…

“Am I actually on track financially?” 

“What are we missing with our current tax strategy?” 

“Will I be able to retire comfortably… eventually?” 

“Will we be able to pay for our kids to go to college?”

“How should I be thinking about my equity?”

“Should we be adjusting our investment portfolio?”


These are the questions I help clients answer every.single.day.