Timothy | Certified Financial Planner | Cetera Investors

Timothy Pope CFP®

Certified Financial Planner™

Hi there and welcome to our practice. My name is Tim Pope I am a CERTIFIED FINANCIAL PLANNER™ and GA pilot who serves professional pilots across America. I really enjoy the deep relationships I create with my clients through the financial planning process. It’s exciting to help clients set their destination, plot a course, and navigate life’s twists and turns until their goals become a reality.  

I help clients organize and optimize their financial lives by using a straightforward planning process. I prefer an active, hands-on partnership where my clients’ goals, dreams and values are at the center of their plan. They are the driving force behind our decisions and recommendations.   

Prior to starting this practice in 2020, I worked as a financial planner at a very large investment management firm for several years followed by a several years at a regional bank. I received my Bachelor of Science degree from Wake Forest University.  

I currently live in the Charlotte, NC area with my wife Emily and our family. When I’m not helping clients chart their paths to accomplishing their financial goals, I can be found navigating the skies with my family. When we decide to stay on the ground, we can be found serving our Church Family, hiking trails locally and in Western, NC, fishing one of the 3 major lakes in the area or spending time outdoors gardening and in the yard. As you can see from our family photo, we have our hands full!  

Thanks for stopping by to learn more about me and our practice. To chat further, please schedule a meeting. 

Initial Client Consultation