Brian Pope, MBA, CFP®


Brian is a CERTIFIED FINANCIAL PLANNER™ Professional and received his Master’s in Business Administration at the University of Georgia and Bachelor of Science in Finance at the University of Florida.  

He began his career in finance as a Dave Ramsey Certified Counselor.  After personally paying off significant debt, Brian began helping others with their family budgets and personal financial management.  Brian became a Registered Investment Advisor Representative in 2011.  Brian has continued to further his education and has completed the Certificate of Financial Planning at the American College for Financial Services in 2023 and completed the CFP® certification in 2023.

In his free time, Brian enjoys spending time with his family, cruising, golf and attending University of Florida Gator football / Tampa Bay Lightning games. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.