Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
450 Lexington Ave 4th fl, New York, NY 10017
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About Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
Independent Financial Advisor helping people make smart financial decisions. Certified Financial Planner™ + Certified Financial Therapist-I™ professional Independent. Fiduciary. Fee-only. Key Areas of Focus: Comprehensive Financial Planning Financial Planner Wealth Management High Income Professionals Business Owners Retirement Planning Equity Compensation Tax Strategy Investments
About Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
Independent Financial Advisor helping people make smart financial decisions. Certified Financial Planner™ + Certified Financial Therapist-I™ professional Independent. Fiduciary. Fee-only. Key Areas of Focus: Comprehensive Financial Planning Financial Planner Wealth Management High Income Professionals Business Owners Retirement Planning Equity Compensation Tax Strategy Investments
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(3) Reviews for this company
1 Stars
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2 Stars
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3 Stars
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4 Stars
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5 Stars
(3)
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Anthony Canu
Curtis is very knowledgeable and professional. He is also very understanding of my current financial state and my finance goals. He is super responsive and easy to communicate with. It is a great feeling to be able trust Curtis with all of … More
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Sohan Shah
Curtis was awesome in helping my wife and I get our financial management and investment strategies in order. He was easy to talk to, incredibly patient and helpful with our questions, and helped us re-balance our portfolio to be more … More
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Greg Michalski
I recently had the opportunity to speak with Curtis, and I really appreciated the experience. He took the time to listen carefully, asked thoughtful questions, and was very professional throughout the conversation. There was no pressure and … More
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
S
Sohan Shah
Curtis was awesome in helping my wife and I get our financial management and investment strategies in order. He was easy to talk to, incredibly patient and helpful with our questions, and helped us re-balance our portfolio to be more … More
A
Anthony Canu
Curtis is very knowledgeable and professional. He is also very understanding of my current financial state and my finance goals. He is super responsive and easy to communicate with. It is a great feeling to be able trust Curtis with all of … More
G
Greg Michalski
I recently had the opportunity to speak with Curtis, and I really appreciated the experience. He took the time to listen carefully, asked thoughtful questions, and was very professional throughout the conversation. There was no pressure and … More
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