Peter C. Kote, JD
Office: (949) 600–8625
Cell: (949) 683-7048
Fax: (949) 608–3593
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.
Long Beach – Assisted high school drop-outs in earning their GED (high school equivalency diploma)
Garden Grove – Taught special education, 5th grade
Long Beach State University – Senior University
Hope University – Associate Professor, MBA program
Community Instruction – Conducted classes in consumer finance and estate planning called “It’s Your Money,” “It’s Your Estate” and “It’s Your Real Estate.”
Orange County Volunteer Center – Planned Giving classes
Professional Consultancy Positions
Scholarship Plus – Assisted high school athletes in receiving college athletic scholarships
Professional Continuing Education Credits – assisted professional associations with tracking members’ completed continuing education credits.
Development Exchange Incorporated (DEI) – Planned giving consulting for public radio stations
MajorGiving.com – Consulted in the planned giving area for national public television and national public radio
Planned Giving Consulting – American Heart Association, Arthritis Foundation, Laguna Playhouse, Orange County, Great Park Conservancy, South County Senior Services, The Orange County Child Abuse Prevention Center, Orange County Community Foundation, The Laguna Beach SchoolPower Endowment Fund, Laguna Beach Community Foundation, California State University System, California State University at Dominquez and California State University at Santa Clara.
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
Volunteer Leadership Positions
Laguna Canyon Foundation – Vice President of the Board and Chair for the Estate Planning and Gifts Committee
SchoolPower Endowment Foundation – Board member
Laguna Beach Community Foundation – Founding Trustee
National Planned Giving Committee – Orange County Chapter past president and board member, national liaison
National Fund Raising Professionals – Orange County Chapter board member
Laguna Beach City Open Space Committee – Chairperson
Laguna Beach High School – Athletic booster’s president
Orange County Register – Leisure World News: Monthly column on consumer finance issues and estate planning.
Senior Chronicle – monthly column on finance and estate planning
Presentations at national, state and local professional meetings on planned giving, consumer finance and estate planning.
Registrations & Licenses
California Licensed; Professional Fiduciary Bureau – # PF 268
Registered Investment Advisor – Registration #138272 – (former)
Orange County Probate Court – Private Professional Conservator Statement for Registration National Certified Guardian – (former)