Kathleen Cote
CFP®
Red Clover Financial Planning, LLC
Owner, Financial Planner
Kathleen Cote
CFP®
Red Clover Financial Planning, LLC
Owner, Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kathleen Cote, CFP®
Fee-Only financial planner located in Tysons, VA, serving clients locally and across the country
Meet Kathleen Cote
Kathleen Cote is the owner of Red Clover Financial Planning, an independent financial advisory firm that offers its clients a personalized, holistic approach to financial health and personal happiness that is accessible, no matter where life takes them. Kate has over 20 years of experience in the financial service industry and is a Certified Financial Planner (CFP®). She is committed to delivering financial plans that serve as a comprehensive, action-oriented road map. As a military spouse and after years of experience helping government employees, Kate is well-versed in the benefits and challenges employees in these areas face and desires to help them maximize their opportunities to live their best life now.
Kathleen Cote 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
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Kathleen Cote is a NAPFA-Registered Financial AdvisorThe 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 Kathleen Cote
Office Locations:
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1775 Tysons Boulevard
Tysons, VA 22124
