Ryan Pope (CEPA, 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
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Ryan Pope is a Principal and Wealth Manager 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.
Additional Information
Ryan has been working in the wealth management industry since 2007. Ryan previously worked as a Financial Planner with a financial advisory firm in Georgia. 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 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 Certified Exit Planning Advisor. Ryan is a member of the National Association of Personal Financial Advisors (NAPFA) and heavily involved with the Children's Healthcare of Atlanta Legacy Advisor program. He has previously served on the University of Georgia Financial Planning Alumni Board
Ryan lives in Roswell. In his free time, he enjoys exercising, watching UGA football with friends, and spending time with his wife and three children.
NAPFA Start Date
November 17, 2017

