Curtis Pope, CFP® CFT-I™

Is the founder and principal of Pope Wealth Planning - an independent fee-only registered investment advisor in New York City. He is passionate about building deep client-centered relationships around fiduciary advice. Curtis helps successful tristate families plan and coordinate investments, retirement, taxes, and estate planning. Pope Wealth Planning specializes in working closely with multigenerational families.

Since 2008, Curtis has advised hundreds of diverse clients at Citi, State Street Global Advisors, Morgan Stanley Wealth Management and Wealthsimple. He is a Certified Financial Planner™ and Certified Financial Therapist-I™. He holds a BA in Economics, a Master's degree from Columbia University, and a graduate certificate in financial planning from Northwestern University. He previously held FINRA's Series 7 & 66 licenses (now inactive), and is the two-time recipient of Morgan Stanley's Pacesetter's Club award for "Highest professional standards and first class service." 

After a decade in Manhattan, he and his partner Melanie moved to Westchester to have kids and raise a family. Together the Popes enjoy hiking upstate and boating on the Hudson River. Curtis also coaches golf at the Trinity School (NYC) and volunteers with Cents-ability - teaching financial literacy to students in public schools throughout the 5 boroughs.