Apryl M. Pope CFP®, CPFA®

Owner & Founder
CERTIFIED FINANCIAL PLANNER™ Professional
513-202-3485

Apryl Pope is a CERTIFIED FINANCIAL PLANNER™ Professional and passionate teacher at heart. Apryl and her team work one-on-one with families and business owners to design and implement a personalized plan to pursue their financial goals. As a former high school teacher, Apryl strongly values education and is committed to teaching others about the importance of financial planning and wealth building.

Apryl has a Bachelor’s Degree in Economics from Wittenberg University and a Master’s Degree in Mathematics Education from The George Washington University. In between these two degrees, Apryl lived in the Republic of South Africa for two years servings as a School and Community Resource Volunteer for the United States Peace Corps. She currently lives in Cincinnati, Ohio with her husband and three sons.

 

See All Credentials

Apryl Marie Pope

Education

Winton Woods High School, Cincinnati, Ohio, 1997

Wittenberg University, Bachelor’s Degree, Economics, 2001

George Washington University, Master’s Degree, Education, 2009

 

Business Experience

Member, Financial Planning Association (FPA), 2018-present

Board of Directors, African-American Chamber of Commerce Greater Cincinnati-Northern Kentucky, 2017-present

Member, Cincinnati USA Regional Chamber, 2017-present

LPL Registered Representative, LPL Investment Advisor Representative, 2017 - present

Registered Representative and Investment Advisor Representative with Ameritas Investment Corp., 2017-2018

Investment Advisor Representative, Capital Choice Investments Advisers, Inc., 2017

Registered Representative CCF Investments, Inc., 2016-2017

 

Professional Licenses/Designations

Series 6 – Investment Company and Variable Contracts Exam (Mutual Funds/Variable Annuities) – To obtain the Series 6 an initial qualifying exam administered by the Financial Industry Regulatory Authority (“FINRA”) must be passed. Continuing Education requirement include attending an Annual Compliance Meeting and Firm Element Training. Also required to be taken is a computer-based program within 120 days of the second anniversary of obtaining the registration and three years thereafter.

Series 63 – Uniform Securities Agent State Law Exam – To obtain the Series 63 an initial qualify exam administered by the Financial Industry Regulatory Authority (“FINRA”) must be passed. Continuing Education requirement include attending an Annual Compliance Meeting and Firm Element Training. Also required to be taken is a computer-based program within 120 days of the second anniversary of obtaining the registration and three years thereafter.

Series 65 – Uniform Registered Investment Adviser Law Exam (RIA) – To obtain the Series 65 an initial qualifying exam administered by the Financial Industry Regulatory Authority (“FINRA”) must be passed. Continuing Education requirement include attending an Annual Compliance Meeting and Firm Element Training. Also required to be taken is a computer-based program within 120 days of the second anniversary of obtaining the registration and three years thereafter.

*Registrations held through LPL Financial