Meet Ryan T. Pope, CFP®
Building relationships through financial planning.
EXPERIENCE:
From a young age, I knew that I wanted a career that integrated my interest in finance with my desire to help people. After working in the financial industry for over a decade, I’ve learned that personal finance is not black and white – it’s complex. Our views and patterns, about money are based in our emotions and experiences. This makes each client unique. I believe the best way to develop a sound financial strategy is to start with a solid client-advisor relationship. Using my experience and education, I understand the tactics of how to create a retirement income plan, and how to manage a client’s wealth and risks. The experience I’ve gained in applying that knowledge has allowed me to develop a process that produces a simple, effective, and flexible strategy to help my clients with their retirement planning decisions. My hope is that I can have these types of relationships with all my clients and provide them with the financial guidance that helps them reach their goals.
- 10+ years working with families and their wealth
- Experience with cash flow and long-term spending planning
- Specializes in retirement planning and income planning
- Specializes in trust strategies, charitable giving, and wealth transfer
EDUCATION & CREDENTIALS
- Campbell University, Masters of Trust & Wealth Management
- North Carolina State University, BS of Agricultural Business Management, Minors in Economics & Accounting
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Retirement Income Certified Professional®
- Series 7 and 66 securities registered
- Licensed for insurance in North Carolina
INTERESTS:
When not in the office, Ryan enjoys recreational softball, and has umpired both high school and collegiate baseball. He is an active member of the Bethlehem Baptist Church of Knightdale. Ryan resides in Garner with his wife Jamie and three children, Rylan, Mallie and Grace.
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