Jean Mote

CFP®

Mote Wealth Management, LLC

Co-Founder/Financial Advisor

Contact Me

Jean Mote

CFP®

Mote Wealth Management, LLC

Co-Founder/Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jean Mote, CFP®

Contact Me

(319) 393-4020

Website

Fee-Only financial planner located in Hiawatha, IA, serving clients locally and across the country

Meet Jean Mote

Jean Mote and Eric Mote founded Mote Wealth Management in 2000, the first fee-only financial planning firm in Eastern Iowa. They also co-founded and co-led the Iowa NAPFA Study Group, and Jean served as a member of the NAFPA Midwest Board of Directors.

While Eric and Jean still consult the AMWM team and occasionally attend client meetings, they have retired from the firm’s day-to-day operations. They enjoy having more time to read, cook and enjoy the company of family and friends – with Finn and Gus by their side (their loveable Irish Doodles).

Before co-founding Mote Wealth Management, Jean was a high school English teacher and librarian, then held executive-level positions at telecommunications companies.

Jean Mote is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jean Mote is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Jean Mote

(319) 393-4020

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Office Locations:

  • 1202 Dina Ct
    Suite B
    Hiawatha, IA 52233

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