Kathleen (Kate) Cote, Cfp®, Rlp® Email & Phone Number

Kate Cote is a financial advisor and partner at Clear Insight Wealth Management, a wealth management firm for military families, government employees, and small business owners looking for a clear path to living their best lives. Using a whole-team approach, Kate guides clients to define and create the life they want to live. When she helps someone do what they never thought they could, she feels like a rock star.A military spouse with over 20 years of financial service industry experience, Kate holds a bachelor’s degree from Villanova University and the CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner® designations. She also serves on the board of the Military Financial Advisor Association. Kate knows that life is about the relationships we have with others, so she spends her time traveling to visit family and friends. She’s looking for friends and family that reside outside the U.S. so she can fulfill her other passion—seeing the world. Wherever she happens to be, Kate loves visiting museums to learn about the people and history. Her favorite weekend activity is biking or hiking in the woods alongside the water. Most nights you’ll either find her cooking a gourmet meal or reading a book. When Kate was a dresser in the graduate theater at Villanova, the theater became one of her passions. (She wouldn’t consider it a good year without a trip to the theater or a concert.) Little known fact: Kate is descended from Nathaniel Colburn, who arrived in the colonies in 1636 and was one of the original founders of Dedham, Massachusetts.To schedule a get-acquainted meeting, email kate@myciwm.com.𝘊𝘭𝘦𝘢𝘳 𝘐𝘯𝘴𝘪𝘨𝘩𝘵 𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘓𝘓𝘊 𝘪𝘴 𝘢 𝘣𝘳𝘢𝘯𝘥 𝘰𝘧 𝘈𝘗𝘍𝘖𝘙𝘐𝘈 𝘓𝘛𝘋, 𝘥𝘰𝘪𝘯𝘨 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘴 𝘊𝘭𝘦𝘢𝘳 𝘐𝘯𝘴𝘪𝘨𝘩𝘵 𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵. 𝘈𝘗𝘍𝘖𝘙𝘐𝘈, 𝘓𝘛𝘋 𝘪𝘴 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘢𝘴 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘜.𝘚. 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘢𝘯𝘥 𝘌𝘹𝘤𝘩𝘢𝘯𝘨𝘦 𝘊𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯, 𝘊𝘙𝘋 𝘕𝘶𝘮𝘣𝘦𝘳 327176.

Listed skills include Leadership, Estate Planning, College Education Planning, Financial Planning For Military, and 16 others.