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It's Your Money: Session 8, Review, part 2 of 2 TrusteePro 5 views It's Your Money Review with Peter Kote
It's Your Money: Session 8, Review, Part 1 of 2 TrusteePro 10 views It's Your Money Review with Peter Kote
It's Your Estate: Session 8, Case Study TrusteePro 5 views
It's Your Estate: Session 8, Review TrusteePro 5 views
It's Your Money: Session 7, Long Term Care, Part 2 of 2 TrusteePro 7 views Long Term Care with Carole Ann Burr
It's Your Money: Session 7, Long Term Care, Part 1 of 2 TrusteePro 7 views Long Term Care with Carole Ann Burr
It's Your Estate: Session 7, The Role of a Trustee and Executor, Part 1 of 2 TrusteePro 30 views The Role of a Trustee and Executor with Gary Van Arnam
It's Your Estate: Session 7, The Role of a Trustee and Executor, Part 2 of 2 TrusteePro 21 views The Role of a Trustee and Executor with Gary Van Arnam
It's Your Money: Session Six, Equity Investing TrusteePro 20 views Equity Investing with Laura Tarbox
It's Your Money: Fixed Income Investing, Part 1 of 4 TrusteePro 174 views Fixed Income Investing with Scott Walker

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trusteepro.com

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TrusteePro

Latest Activity

Oct 18, 2011

Date Joined

Apr 6, 2011

About this user

Mr. Kote is founder of Professional Fiduciary Services (PFS), a select group of individuals ready to serve in fiduciary capacities including trustee, executor, conservator, or agent for the Advance Health Care Directive, Durable or General Power of Attorney for Asset and Property Management. The vision of PFS is to offer ethical, qualified and personable independent fiduciaries who work together to provide quality service for their clients. Mr. Kote's clients range in age of seven to ninety two years old.
Mr. Kote has been a professional fiduciary since 1996. Prior to this, he was a professional in the gift-planning arena and worked for a variety of non-profits. He has been involved in raising over $50 million for various charities. He started three planned giving programs for the American Heart Association, California State University, Long Beach; and the Orange County Chapter of the American Red Cross.
In addition, Mr. Kote's previous non-profit employment was with Father Flanagan's Boys' Town out of Omaha, Nebraska; Casa Colina Rehabilitation Hospital Foundation; The National Financial Planning Foundation; The National Conference of Christians and Jews, and The Youth Development Project (center director and alternative school educator.)
Mr. Kote's financial planning experience comes from his work with the International Association for Financial Planning (known today as the Financial Planning Association) where he became the director of the Registry of Financial Planning Practitioners, a program designed to identify qualified practitioners of financial planning in the United States. Those admitted to the program had their financial plans reviewed, needed a minimum of 5 clients whom they assisted through the financial planning process, had to complete a 15 page application and pass a 4 hour examination. Mr. Kote was promoted to Membership Director of 24,000 members and was Director for the Foundation on Financial Planning. Mr. Kote also served as a trust officer with First Atlanta Bank and Wachovia Bank in Atlanta, Georgia for two years.

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United States

Schools

Father Flanagan's Boys Town -- Family Teacher Credential, 1991
Western State University College of Law, Jurist Doctorate 1980
California State University, Long Beach -- Education Credential, Special Education Credential and Masters Program in Communicative Disorders 1974 -- 1977
California State University, Fullerton -- Bachelor of Arts, Communication major 1971

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61 videos Play all(61) Uploaded videos by TrusteePro's channel

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