Eric  Mote

Eric Mote

| CFP®

Mote Wealth Management, LLC

Fee Only Financial Planner Located in Cedar Rapids, IA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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4300 Northwood Drive NE
Cedar Rapids, IA 52402

Eric Mote is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

As a Wealth Manager, Eric assists clients in accomplishing their financial goals. Eric is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional. With an education in engineering technology, Eric began his professional career in telecommunications. Eric gained experience in executive level positions and independent consulting prior to founding Mote Wealth Management and becoming the first fee-only financial planning firm Eastern Iowa. Eric and Jean are co-leaders and founders of the Iowa NAPFA Study Group.

Eric is a life-long resident of Cedar Rapids, Iowa. In his free time, Eric enjoys time spent with Jean, reading, fishing and the company of family and friends.