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Kathleen Cote, CFP®, RLP®

Serving military families, government employees, and small business owners.

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Clear Insight Wealth Management Kathleen Cote, CFP®, RLP®
Oakton, VA

Serving Clients Nationwide

Serving military families, government employees, and small business owners.

703-677-4587

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Special Needs Planning
  • Taxes

About Me

Kathleen (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 U.S. in 1636 and was one of the founders of Dedham, Massachusetts.

To schedule a get-acquainted meeting, call (703) 677-4587 or email kate@myciwm.com.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Registered Life Planner (RLP)

Affiliations

  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Oakton, Virginia

Additional Locations

📍 905 W. Riverside Dr., Ste 201, Spokane WA 99201

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a complimentary financial discovery call. During this meeting, we will discuss your goals and what working together will look like. We'll finish the meeting by discussing the types of services you would benefit from and what moving forward looks like. You should have enough information to decide if you want to move forward or not. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Clear Insight Wealth Management is a new kind of wealth management firm tailored to the unique needs of military families, government employees, and small business owners.

Formed from a trio of woman-led financial planning firms, Clear Insight Financial Planning, REM Financial Planning, and Red Clover Financial Planning have joined forces to become Clear Insight Wealth Management. With our founders being military spouses and small business owners, we understand the unique financial lives, benefit options, planning timelines, challenges, and opportunities faced by our clients.

While traditional wealth management firms offer a single advisor-to-client relationship, Clear Insight Wealth Management takes a whole team approach, guiding clients to define and create the life they want to live. Offering holistic financial planning and wealth management services so all aspects of your finances work together towards living your best life now and in the future.

We understand everyone’s ideal life is different. If your vision includes:

- Planning for Retirement
- Transitioning Out of Military Life
- Making A Career Change
- Being Financially Independent
- Paying Off Student Loan Debt
- Buying Your First or Second Home
- Creating & Building a Business
- Planning for Needs of a Special Needs Child

Reach out today to learn more or to schedule a get-acquainted meeting at myciwm.com.

Education

Villanova University, Bachelor of Arts, Spanish

Hobbies and Interests

  • Cooking
  • Cycling
  • Family
  • Hiking
  • Reading
  • Theater
  • Traveling

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Government Employees
  • Military
  • Special Needs

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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