AeroLeads people directory · profile
Curtis Pope, Cfp®, Cft™ Email & Phone Number
Founder + Financial Advisor
at
Pope Wealth Planning
1 work email found
@financialadvisor.nyc
9 phones found area 248, 810, and 313
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder + Financial Advisor
Location
New York, United States
Company size
Who is Curtis Pope, Cfp®, Cft™? Overview
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Quick answer
Curtis Pope, Cfp®, Cft™ is listed as Founder + Financial Advisor at Pope Wealth Planning, a with 1 employees, based in New York, United States. AeroLeads shows a work email signal at financialadvisor.nyc, phone signal with area code 248, 810, 313, and a matched LinkedIn profile for Curtis Pope, Cfp®, Cft™.
Curtis Pope, Cfp®, Cft™ previously worked as Registered Investment Advisor at Pope Wealth Planning and Strategy Consultant (Fintech) at Stealth Startup. Curtis Pope, Cfp®, Cft™ holds Master Of Arts, Adult Education from Columbia University.
Company email context
Email format at Pope Wealth Planning
This section adds company-level context without repeating Curtis Pope, Cfp®, Cft™'s masked contact details.
{first}@financialadvisor.nyc
89% confidence
AeroLeads found 1 current-domain work email signal for Curtis Pope, Cfp®, Cft™. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Leadership, Investments, Customer Service, Sales, and 3 others.
Current workplace
Curtis Pope, Cfp®, Cft™'s current company
Company context helps verify the profile and gives searchers a useful next step.
Pope Wealth Planning
8 roles · 17 years
Curtis Pope, Cfp®, Cft™ work experience
A career timeline built from the work history available for this profile.
Registered Investment Advisor
Current
2020 - Present
~6 yrs 6 mos
Strategy Consultant (Fintech)
Nov 2023 - Feb 2024
Advisor
2020 - 2023
~3 yrs
Senior Financial Advisor
2018 - 2019
~1 yr
Financial Advisor
2014 - 2018
~4 yrs
Founder
Self-Employed
• Launched/ran an eCommerce business
2012 - 2014
~2 yrs
Executive Assistant
2010 - 2012
~2 yrs
4 education records
Curtis Pope, Cfp®, Cft™ education
Master Of Arts, Adult Education
Columbia University
Study Abroad, Chinese Studies Institute
Peking University
Cfp® Certificate Program
Northwestern University
Ba, Economics
Gordon College
FAQ
Frequently asked questions about Curtis Pope, Cfp®, Cft™
Quick answers generated from the profile data available on this page.
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 Pope Wealth Planning?
Curtis Pope, Cfp®, Cft™ is listed as Founder + Financial Advisor at Pope Wealth Planning.
What is Curtis Pope, Cfp®, Cft™'s email address?
AeroLeads has found 1 work email signal at @financialadvisor.nyc for Curtis Pope, Cfp®, Cft™ at Pope Wealth Planning.
What is Curtis Pope, Cfp®, Cft™'s phone number?
AeroLeads has found 9 phone signal(s) with area code 248, 810, 313 for Curtis Pope, Cfp®, Cft™ at Pope Wealth Planning.
Where is Curtis Pope, Cfp®, Cft™ based?
Curtis Pope, Cfp®, Cft™ is based in New York, United States while working with Pope Wealth Planning.
What companies has Curtis Pope, Cfp®, Cft™ worked for?
Curtis Pope, Cfp®, Cft™ has worked for Pope Wealth Planning, Stealth Startup, Northstar, Wealthsimple, and Morgan Stanley.
How can I contact Curtis Pope, Cfp®, Cft™?
You can use AeroLeads to view verified contact signals for Curtis Pope, Cfp®, Cft™ at Pope Wealth Planning, including work email, phone, and LinkedIn data when available.
What schools did Curtis Pope, Cfp®, Cft™ attend?
Curtis Pope, Cfp®, Cft™ holds Master Of Arts, Adult Education from Columbia University.
What skills is Curtis Pope, Cfp®, Cft™ known for?
Curtis Pope, Cfp®, Cft™ is listed with skills including Leadership, Investments, Customer Service, Sales, Financial Planning, Financial Advisory, and Personal Financial Planning.
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