CP
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
Client-first financial guidance tailored to your future.
5
Business
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Client-first financial guidance tailored to your future.
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor provides client-first financial guidance from 450 Lexington Ave, New York, NY. Clients praise careful listening, thoughtful questions, professionalism, and a non-pushy approach. He offers honest assessments, tailored planning, and portfolio rebalancing, with strong responsiveness and clear, trustworthy guidance toward the right next steps.
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Comprehensive assessment and tailored plans for budgeting, savings, and goal achievement.
Customized strategies to rebalance and optimize investments for sustainable growth.
Guidance on retirement savings, income strategies, and long-term financial security.
One-on-one sessions to discuss current needs, with no-pressure, honest advice.
Holistic services for asset management, tax planning, and estate considerations.
Overall rating
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 no attempt to upsell me into services that weren’t the right fit for my current situation. Most importantly, Curtis was honest and helpful in assessing my immediate needs and ultimately pointed me in the right direction for where I am right now. That level of integrity and client-first thinking says a lot. I fully expect to circle back to Curtis in the future when I’m in a position where his broader services make sense, and I wouldn’t hesitate to recommend him to anyone looking for a thoughtful, trustworthy financial professional.
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 manageable and sustainable. We are better off after working with him!
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 my financial decisions.
philip rivera
Although Curtis didn’t directly work on my financial issue, he went out of his way to meet with me & my wife to point us in the right direction. He took the time to understand my situation & connected me with the right people. Something he didn’t have to do but genuinely chose to. Incredibly kind, knowledgeable & generous with his time. Highly recommend him to anyone looking for thoughtful & trustworthy financial guidance.
Bryan Rivera
Curtis was a phenomenal financial advisor when I really needed it. He actively listening to what my current situations and future goals were. Then, provide me with a custom multiple-month plan to achieve those goals. We were able to tailor the plan towards my specific needs such as preparing for a rental property and re-balance my portfolio. I appreciate all his wisdom and advise and look forward to utilize him more in the future.
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