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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 nationwide - working with busy professionals, business owners, and folks nearing retirement. I’ve previously worked at Citi, Morgan Stanley, and Wealthsimple - advising hundreds of clients & families throughout North America.

Since launching (2020) Pope Wealth Planning has stood at the intersection of client experience + technology + financial planning + investment management. I am incredibly passionate about financial wellness, helping clients clarify, and ultimately reach, unique financial goals.

Thanks for stopping by,

Curtis

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

“Am I really on track financially?” 

“What are we missing with our current strategies?” 

“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/bonus?”

“When should we be adjusting our investment portfolio?”


These are the questions I answer every day