Curtis Pope, CFP | Certified Financial Planner | Financial Advisor

Services Offered

• Comprehensive Financial Planning
• Wealth Management
• Retirement Planning
• Equity Compensation
• Tax Strategy
• Investments

About

Curtis Pope is a Certified Financial Planner (CFP®) based in New York, New York, providing independent financial advisory services. He specializes in comprehensive financial planning, wealth management, and retirement planning, focusing on high-income professionals and business owners. As a fiduciary and fee-only advisor, Curtis emphasizes transparency and personalized strategies tailored to his clients' unique financial situations. His expertise also includes equity compensation and tax strategy, ensuring clients receive well-rounded financial guidance.

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