Modera Wealth Management
Modera Wealth Management

Ryan L. Pope, CFP®

Principal & Wealth Manager

Ryan L. Pope CFP®
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Ryan’s role involves working with clients to formulate financial planning and investment strategies and to monitor progress toward their financial goals.

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Education

University of Georgia, B.B.A., Finance

University of Georgia, B.S., Family Financial Planning

Community Involvement/Leadership

Board Member, University of Georgia Financial Planning Program Alumni

Co-Chair, National Association of Personal Financial Advisors (NAPFA) Atlanta Study Group

Giving Back

Financial Wellness

Ryan Pope spoke to Georgia Tech students taking the Health Initiatives Department’s Transit Financial Wellness Course, a comprehensive class designed to help students to understand their finances and successfully transition in and out of the college experience.

Learn more about how we serve our community

Read more about Ryan

What do you value most in your client relationships?

I value personal connection and old fashioned “please” and “thank you.”

What’s the one thing people say you’re best at?

People say I am best at follow-up and one-on-one communication.

What do you enjoy most about working at Modera?

I enjoy the vast array of experience and depth of knowledge across our five offices, in addition to the collaborative team approach on client relationships.

Where did you grow up? Where do you live now?

I grew up in Marietta and now live in Roswell.

Ryan’s Insights

Tax Season’s Over, Now What?

Since you have just finished and filed this year’s return, the last thing you probably want to do is think about next year’s tax return. But the best time to prepare for next year’s tax return is early in the current calendar year, to allow you many months to make any needed adjustments.

What’s the big deal about having a trust anyway?

“What’s the big deal about having a trust anyway?” This is a question I’m often asked in client meetings, though not always in such a brash fashion. Usually the topic of trusts comes up after a client hears that a friend has set one up, which piques my client’s interest.

Time for a Change? Medicare Open Enrollment

Many people who are on Medicare may think that once they sign up and choose their options they’re set for life. But, just like you, your Medicare coverage needs a checkup every so often. And if you find you want to make changes to your coverage, Medicare’s annual open enrollment period is when to do it.

2022-08-17T14:05:22+00:00
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