2025 -
now Senior VP - Financial Advisor and Aurum Group at Wealth Enhancement @
2020 -
2025 Managing Director, Partner @
2019 -
2020 Managing Director, Partner @
2001 -
2019 Partner @
1995 -
2001 Financial Advisor @ Coode - Muscenti
Robert Coode Education
John Carroll University
Executive Certificate in Financial Planning
2002
-
2003
University of Dayton
Bachelor of Science (Education)
1990
-
1994
Robert Coode Skills
Personal Financial Planning
Retirement Planning
Asset Management
Asset Allocation
Estate Planning
College Education Planning
Insurance
Risk Management
Tax Planning
Investments
Strategic Financial Planning
Financial Planners
Wealth Management
Leadership
Management
Public Speaking
Robert Coode Summary
Robert Coode, based in Cleveland, OH, US, is currently a Senior VP - Financial Advisor and Aurum Group at Wealth Enhancement at Wealth Enhancement. Robert Coode brings experience from previous roles at Marcum Wealth, Aurum Wealth Management, Skoda Minotti and Coode - Muscenti. Robert Coode holds a 2002 - 2003 Executive Certificate in Financial Planning @ John Carroll University. With a robust skill set that includes Personal Financial Planning, Retirement Planning, Asset Management, Asset Allocation, Estate Planning and more. Robert Coode has 2 emails and 2 mobile phone numbers on RocketReach.
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