Ryan Pope (CFP®)

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

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Ryan Pope is a Senior Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate financial planning and investment strategies and to monitor progress toward their financial goals. Ryan has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning, risk management and developing investment strategies.

Prior to joining Modera, Ryan worked as a Financial Planner with Harmon Financial Advisors. During his time there he regularly met with clients for comprehensive reviews of their existing financial plans to gauge whether they were on track to meet their goals. Additionally, he assisted with investment research and portfolio design. Ryan has been working in the wealth management industry since 2007.

Additional Information

Ryan earned a Bachelor of Business Administration in Banking and Finance, as well as a Bachelor of Science in Family and Consumer Sciences with a concentration in Family Financial Planning, both from the University of Georgia (UGA). He is a Certified Financial Planner™ professional and is currently a CFA Level II candidate. Ryan is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Ryan also serves on the UGA Financial Planning Alumni Advisory Board and is a member of the 1% Giving Club. Members of the 1% Giving Club agree to designate 1% of their income to the Financial Planning Fund. The fund gives students enrolled in the Financial Planning Program at UGA unique opportunities for professional development including participation in professional conferences, and national competitions.

Ryan lives in Avondale Estates. In his free time, he enjoys cooking, watching UGA football with friends, and spending time with his wife and daughter.

 

CAM 2686
 

NAPFA Start Date

November 17, 2017

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This Office

5555 Glenridge Connector, Ste 150 Atlanta, GA 30342-4740 Phone: (678) 385-1166