Bob Coode

CSA

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Bob Coode

Managing Director, Partner

About Bob

For over 40 years Bob Coode has built an outstanding reputation working with people to help them build and sustain their financial dreams. Bob serves Marcum Wealth as a managing director and partner after being the managing partner of Skoda Minotti Financial Services for 18 years. Bob has been featured in numerous articles relating to investments and estate planning in publications, including Crain’s Cleveland Business and Smart Business Magazine.

Commnity Involement

  • The Deepwood Foundation (Past board member)
  • The Lake County United Way (Past board member)
  • The Euclid Schools Foundation (Past board member)
Practice Focus

Financial Planning for Seniors
Medicare and Social Security Planning
Comprehensive Financial Planning
Insurance and Risk Management

Education and Certifications

Miami University
Purdue Management Institute
Certified Senior Advisor Designation, CSA

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