Curtis Pope (CFP®, CFT-I)

Curtis Pope focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management

Planning Specialties

- Comprehensive Financial Planning - Investment management - Equity compensation (RSUs, ISOs, NSOs, ESOP, etc.) - Retirement planning (including FIRE) - Investment/tax optimization

Additional Information

Curtis feels awkward writing about himself but he is an independent fee-only financial planner in New York City. He is passionate about building meaningful relationships, comprehensive financial planning, and genuinely helping people.

Over the past decade Curtis has advised hundreds of diverse clients at Citi, Morgan Stanley, Wealthsimple and Northstar Money. Curtis is a Certified Financial Planner™ and Certified Financial Therapist-I™ Professional with a BA in economics, a Master's from Columbia University, and a graduate certificate in financial planning from Northwestern University. He holds FINRA's Series 7 & 66 licenses (inactive), and is the two-time recipient of Morgan Stanley's Pacesetter's Club award for "Highest professional standards and first class service."

On weekends he is usually outside with his partner Melanie and their precocious Australian Shepherd (Sadie). They’re often exploring city parks, trying new restaurants, hiking upstate, or boating on the Hudson River. Curtis also coaches golf at the Trinity School and volunteers with Cents-ability - teaching financial literacy to students in NYC public schools.

NAPFA Start Date

September 25, 2023


This Office

493 High Cliffe Ln Tarrytown, NY 10591 Phone: 646-640-6337