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Screen Shot 2022-04-26 at 10.18.11 AM - Curtis Pope
Curtis Pope
Curtis Pope, CFP®
cfp-lets-make-a-plan-logo - Curtis Pope

Get in Touch

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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