Kate Cote, CFP®, RLP®

Partner

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 original founders of Dedham, Massachusetts.

Education

• Bachelors, Villanova University

Certifications

• Certified Financial Planner™ (CFP®)

• Registered Life Planner® (RLP®)