Jean  Mote

Jean 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

Jean 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, Jean enjoys helping clients achieve financial independence. Jean is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional. Jean was formerly a high school English teacher and librarian. Prior to founding Mote Wealth Management, the first fee-only financial planning firm in Eastern Iowa, Jean held executive level positions at telecommunications companies. Jean is a member of the NAPFA Midwest Board of Directors and currently serves as the Director of Study Groups as well as co-leader and founder, with Eric, of the Iowa NAPFA Study Group.

Jean has been quoted in several financial publications including The Wall Street Journal. In her free time, Jean enjoys time spent with Eric, reading, fishing, cooking and the company of family and friends.