About Bob

Bob Coode is a partner in the Firm’s Financial Services group. He launched his career in the financial services industry in 1970 and immediately established himself as one of the region’s top advisors. Mr. Coode established an independent financial services firm that became one of the fastest growing firms in Northeast Ohio. He joined Marcum in 2019 through the Firm’s merger with Skoda Minotti CPAs, where he was their Financial Services practice leader.

Professional & Civic Affiliations

  • Certified Senior Advisor (CSA)
  • International Association for Financial Professionals (IAFP)
  • National Association of Financial Planning (NAFP)
  • Society of Financial Service Professionals (SFSP)
  • Licensed Investment Advisory Representative, Series 6 and 65
  • Life, Health and Property Causality Licensed
  • The Deepwood Foundation, Board Member
  • Euclid Schools Foundation, Board Member
Subject Matter Expertise

Asset Management
Estate Planning
Financial Planning
Life Insurance Planning
Long-Term Care Planning
Senior Services

Education and Certifications

Bachelor of Science in Education
Miami University