About the Business
Curtis Pope, CFP, is a trusted Certified Financial Planner (CFP) and financial advisor based in New York City, offering personalized wealth management and financial planning services. With years of experience in the financial industry, Curtis specializes in creating tailored strategies to help clients reach their financial goals, whether it’s planning for retirement, managing investments, or optimizing tax strategies.
As a fiduciary, Curtis is dedicated to putting the best interests of his clients first, offering unbiased advice and guidance. His holistic approach to financial planning considers all aspects of your financial life to ensure that every decision supports your long-term objectives. Whether you are just starting your financial journey or need advanced strategies for wealth preservation, Curtis Pope is committed to helping you navigate the complexities of financial planning with confidence.
Curtis works closely with individuals and families to create customized plans that align with their goals and future aspirations. His expertise includes retirement planning, investment management, estate planning, and risk management. As a financial advisor, Curtis Pope is passionate about providing the highest level of service to his clients, empowering them to make informed financial decisions and achieve lasting financial success.