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 have worked at Citi, Morgan Stanley, and Wealthsimple - serving hundreds of client & families. 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 unique financial goals.