Curtis Pope
Curtis Pope, CFP®
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450 Lexington Ave 4th fl, New York, NY 10017
Issues and needs
Relationships/Family, Compulsive spending, Anxiety, Wealth inequality within the family system, Family conflict
Occupational specialties
Business Owners, Digital nomads, Tech, Sales, Real estate, Family Businesses/Family Enterprises
About
Curtis is a Certified Financial Planner™ & Certified Financial Therapist-I™. He holds a Bachelor of Arts in economics, a Master's degree in Adult Education from Columbia University's Graduate School of Education, and a graduate certificate in financial planning from Northwestern University. He holds FINRA's Series 7 & 66 (inactive) licenses. He is the two-time recipient of Morgan Stanley's Pacesetter's Club award for "Highest professional standards and first class service." Curtis is a previous member of the XY Planning Network and volunteers with Cents-ability teaching financial literacy in NYC public schools.
Professional Specialty Areas
Issues and needs
Relationships/Family, Compulsive spending, Anxiety, Wealth inequality within the family system, Family conflict
Occupational specialties
Business Owners, Digital nomads, Tech, Sales, Real estate, Family Businesses/Family Enterprises
Languages
English
Religious/Spiritual
Christian, Non-Denominational Spiritual, Other Spiritual/Religious Affiliation
Disability/Ability
Sexuality
Heterosexual/Straight, LGBTQ+, Gay
Racial Identities
First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander
About the Practitioner
Primary Professional Orientation
Financial
Delivery Method
Virtual, In person
Country
USA
Service Area
Connecticut, New Jersey, New York
Type of Service
Coaching, Financial Planning, Investment Management
Practitioner Gender
Male
Fee Structure
Flat fee, Assets under management
Practitioner Designations and Qualifications
Financial Therapy Designations
Certified Financial Therapist Level I - CFT-I™
Mental Health Designations
Financial Designations
Certified Financial Planner
Education
Graduate Certificate in Financial Therapy, B.A., Gordon College - Economics, M.A., Columbia University - Adult Education, Certificate, Northwestern University - Financial Planning
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