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
Curtis Pope, Cfp®, Cft™'s Contact Details
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
Website:
financialadvisor.nyc
Employees:
1
Curtis Pope, Cfp®, Cft™ Work Experience Details
  • Pope Wealth Planning
    Founder + Financial Advisor
    Pope Wealth Planning
    New York, Ny, Us
    View
  • Pope Wealth Planning
    Registered Investment Advisor
    Pope Wealth Planning 2020 - Present
    View
  • Stealth Startup
    Strategy Consultant (Fintech)
    Stealth Startup Nov 2023 - Feb 2024
    Mountain View, Wy, Us
    View
  • Northstar
    Advisor
    Northstar 2020 - 2023
    United States, Us
    View
  • Wealthsimple
    Senior Financial Advisor
    Wealthsimple 2018 - 2019
    Toronto, Ontario, Ca
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 2014 - 2018
    New York, Ny, Us
    View
  • 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
    View

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.

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