Curtis Pope, Cfp®, Cft™

Curtis Pope, Cfp®, Cft™ Email and Phone Number

Founder + Financial Advisor @ Pope Wealth Planning
New York, NY, US
Curtis Pope, Cfp®, Cft™'s Location
New York, New York, United States, United States
About Curtis Pope, Cfp®, Cft™

Pope Wealth Planning clients are often...> Accumulation phase of their career (age 30-65)> High income (often tech) professionals > Entrepreneurs, or owner-operators> Located in NYC, Westchester, NJ or CTWe Prioritize:> Building long term relationships with clients/families.> Helping people clarify & reach their specific goals.> Removing complexity, educating, and simplifying .> Expanding access to financial therapy and wellness.

Curtis Pope, Cfp®, Cft™'s Current Company Details
Pope Wealth Planning

Pope Wealth Planning

View
Founder + Financial Advisor
New York, NY, US
Employees:
1
Curtis Pope, Cfp®, Cft™ Work Experience Details
  • Pope Wealth Planning
    Founder + Financial Advisor
    Pope Wealth Planning
    New York, Ny, Us
  • Pope Wealth Planning
    Registered Investment Advisor
    Pope Wealth Planning 2020 - Present
  • Stealth Startup
    Strategy Consultant (Fintech)
    Stealth Startup Nov 2023 - Feb 2024
    Mountain View, Wy, Us
  • Northstar
    Advisor
    Northstar 2020 - 2023
    United States, Us
  • Wealthsimple
    Senior Financial Advisor
    Wealthsimple 2018 - 2019
    Toronto, Ontario, Ca
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 2014 - 2018
    New York, Ny, Us
  • Self-Employed
    Founder
    Self-Employed 2012 - 2014
    • Launched/ran an eCommerce business
  • Columbia University Irving Medical Center
    Executive Assistant
    Columbia University Irving Medical Center 2010 - 2012
    New York, New York, Us

Curtis Pope, Cfp®, Cft™ Skills

Leadership Investments Customer Service Sales Financial Planning Financial Advisory Personal Financial Planning

Curtis Pope, Cfp®, Cft™ Education Details

  • Columbia University
    Columbia University
    Adult Education
  • Peking University
    Peking University
    Chinese Studies Institute
  • Northwestern University
    Northwestern University
    Cfp® Certificate Program
  • Gordon College
    Gordon College
    Economics

Frequently Asked Questions about Curtis Pope, Cfp®, Cft™

What company does Curtis Pope, Cfp®, Cft™ work for?

Curtis Pope, Cfp®, Cft™ works for Pope Wealth Planning

What is Curtis Pope, Cfp®, Cft™'s role at the current company?

Curtis Pope, Cfp®, Cft™'s current role is Founder + Financial Advisor.

What is Curtis Pope, Cfp®, Cft™'s email address?

Curtis Pope, Cfp®, Cft™'s email address is cj****@****ail.com

What is Curtis Pope, Cfp®, Cft™'s direct phone number?

Curtis Pope, Cfp®, Cft™'s direct phone number is +124850*****

What schools did Curtis Pope, Cfp®, Cft™ attend?

Curtis Pope, Cfp®, Cft™ attended Columbia University, Peking University, Northwestern University, Gordon College.

What are some of Curtis Pope, Cfp®, Cft™'s interests?

Curtis Pope, Cfp®, Cft™ has interest in Exercise, Sweepstakes, Nascar, Home Improvement, Reading, Gourmet Cooking, Sports, Golf, Home Decoration, Cooking.

What skills is Curtis Pope, Cfp®, Cft™ known for?

Curtis Pope, Cfp®, Cft™ has skills like Leadership, Investments, Customer Service, Sales, Financial Planning, Financial Advisory, Personal Financial Planning.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.